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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 | $107,666-100.0% | $102,184-100.0% | $154,746-100.0% |
| Participation rate | 0.0% | 83.7%-83.7pp | 82.6%-82.6pp | 80.7%-80.7pp |
| Annual return | 10.20% | 29.33%-19.1pp | 31.58%-21.4pp | 172.34%-162.1pp |
| Employer contribution / active EE | $2,518 | $3,846-34.5% | $3,594-29.9% | $4,379-42.5% |
| Participant deferral / active EE | $4,789 | $8,719-45.1% | $8,309-42.4% | $6,730-28.8% |
| Admin fee / account holder | $0 | $12,943-100.0% | $11,609-100.0% | $14,365-100.0% |