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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 | $142,816-100.0% | $128,366-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 22.2%-22.2pp | 19.3%-19.3pp | 45.9%-45.9pp |
| Annual return | -0.39% | 8.48%-8.9pp | 9.39%-9.8pp | 10.21%-10.6pp |
| Employer contribution / active EE | $12,933 | $40,983-68.4% | $33,466-61.4% | $42,272-69.4% |
| Participant deferral / active EE | $4,041 | $682+492.3% | $657+514.9% | $121+3248.3% |
| Admin fee / account holder | $0 | $2,425-100.0% | $2,132-100.0% | $13,518-100.0% |