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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 | $346,414-100.0% | $336,625-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 53.3%-53.3pp | 51.5%-51.5pp | 47.3%-47.3pp |
| Annual return | -0.53% | 10.29%-10.8pp | 10.36%-10.9pp | 12.16%-12.7pp |
| Employer contribution / active EE | $8,916 | $54,462-83.6% | $52,561-83.0% | $44,747-80.1% |
| Participant deferral / active EE | $0 | $75-100.0% | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $7,619-100.0% | $7,349-100.0% | $17,640-100.0% |