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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 | $84,953-100.0% | $163,379-100.0% | $82,637-100.0% |
| Participation rate | 0.0% | 65.9%-65.9pp | 76.8%-76.8pp | 68.1%-68.1pp |
| Annual return | -2.77% | 23.07%-25.8pp | 63.41%-66.2pp | 53.51%-56.3pp |
| Employer contribution / active EE | $6,341 | $2,183+190.5% | $3,752+69.0% | $2,552+148.5% |
| Participant deferral / active EE | $9,838 | $4,326+127.4% | $6,282+56.6% | $4,126+138.4% |
| Admin fee / account holder | $0 | $7,921-100.0% | $9,818-100.0% | $7,339-100.0% |