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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 | $45,050-100.0% | $63,018-100.0% | $70,126-100.0% |
| Participation rate | 0.0% | 69.5%-69.5pp | 74.8%-74.8pp | 69.5%-69.5pp |
| Annual return | 4.88% | 18.76%-13.9pp | 87.62%-82.7pp | 73.15%-68.3pp |
| Employer contribution / active EE | $7,402 | $2,052+260.8% | $2,761+168.1% | $2,343+216.0% |
| Participant deferral / active EE | $4,649 | $2,466+88.6% | $3,330+39.6% | $3,332+39.5% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,601-100.0% | $4,645-100.0% |