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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 | $202,326-100.0% | $172,745-100.0% | $152,870-100.0% |
| Participation rate | 0.0% | 87.1%-87.1pp | 82.6%-82.6pp | 82.4%-82.4pp |
| Annual return | 1.58% | 1029.72%-1028.1pp | 802.90%-801.3pp | 345.34%-343.8pp |
| Employer contribution / active EE | $13,783 | $5,858+135.3% | $5,144+167.9% | $4,763+189.4% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,197-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $17,110-100.0% | $13,954-100.0% | $11,597-100.0% |