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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 | $157,296-100.0% | $141,191-100.0% | $152,897-100.0% |
| Participation rate | 0.0% | 84.8%-84.8pp | 82.5%-82.5pp | 82.5%-82.5pp |
| Annual return | 8.32% | 64.34%-56.0pp | 71.41%-63.1pp | 345.43%-337.1pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $16,440 | $7,111+131.2% | $6,710+145.0% | $5,851+181.0% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |