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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 | $127,229-100.0% | $115,939-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 22.8%-22.8pp | 19.3%-19.3pp | 45.6%-45.6pp |
| Annual return | -0.30% | 3.55%-3.9pp | 3.97%-4.3pp | 4.16%-4.5pp |
| Employer contribution / active EE | $10,000 | $33,688-70.3% | $28,168-64.5% | $42,918-76.7% |
| Participant deferral / active EE | $6,861 | $205+3239.1% | $274+2400.7% | $128+5267.3% |
| Admin fee / account holder | $0 | $15,835-100.0% | $12,837-100.0% | $21,465-100.0% |