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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,816-100.0% | $145,218-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 12.6%-12.6pp | 20.5%-20.5pp | 14.6%-14.6pp |
| Annual return | -7.17% | -1.32%-5.8pp | -0.67%-6.5pp | 10.56%-17.7pp |
| Employer contribution / active EE | $45,719 | $18,687+144.7% | $31,731+44.1% | $13,643+235.1% |
| Participant deferral / active EE | $4,813 | $284+1597.4% | $473+916.8% | $62+7645.9% |
| Admin fee / account holder | $0 | $2,719-100.0% | $28,383-100.0% | $3,354-100.0% |