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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 | $105,160-100.0% | $94,679-100.0% | $139,456-100.0% |
| Participation rate | 0.0% | 82.4%-82.4pp | 80.8%-80.8pp | 80.3%-80.3pp |
| Annual return | 8.29% | 38.04%-29.8pp | 156.75%-148.5pp | 373.45%-365.2pp |
| Employer contribution / active EE | $26,840 | $4,107+553.6% | $3,673+630.8% | $4,753+464.7% |
| Participant deferral / active EE | $12,550 | $7,599+65.2% | $7,417+69.2% | $6,711+87.0% |
| Admin fee / account holder | $0 | $8,988-100.0% | $7,233-100.0% | $11,407-100.0% |