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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 | $127,100-100.0% | $105,738-100.0% | $135,379-100.0% |
| Participation rate | 0.0% | 82.7%-82.7pp | 76.3%-76.3pp | 82.6%-82.6pp |
| Annual return | -9.31% | 4.49%-13.8pp | 6.27%-15.6pp | 519.79%-529.1pp |
| Employer contribution / active EE | $10,250 | $4,107+149.6% | $3,268+213.6% | $4,779+114.5% |
| Participant deferral / active EE | $17,781 | $5,064+251.1% | $4,080+335.8% | $5,609+217.0% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,828-100.0% |