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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 | $217,392-100.0% | $185,818-100.0% | $167,497-100.0% |
| Participation rate | 0.0% | 86.0%-86.0pp | 81.7%-81.7pp | 82.1%-82.1pp |
| Annual return | 3.61% | 148.37%-144.8pp | 122.06%-118.5pp | 478.62%-475.0pp |
| Employer contribution / active EE | $5,784 | $5,873-1.5% | $5,168+11.9% | $4,838+19.5% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,568-100.0% | $6,341-100.0% |
| Admin fee / account holder | $0 | $19,813-100.0% | $16,239-100.0% | $12,310-100.0% |