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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 | $75,134-100.0% | $488,643-100.0% | $75,134-100.0% |
| Participation rate | 0.0% | 53.2%-53.2pp | 92.3%-92.3pp | 53.2%-53.2pp |
| Annual return | 3.39% | 14.56%-11.2pp | 13.23%-9.8pp | 14.56%-11.2pp |
| Employer contribution / active EE | $97,176 | $17,726+448.2% | $31,501+208.5% | $17,726+448.2% |
| Participant deferral / active EE | $0 | $1,709-100.0% | $11,356-100.0% | $1,709-100.0% |
| Admin fee / account holder | $0 | $1,275-100.0% | $3,596-100.0% | $1,275-100.0% |