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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 | $72,273-100.0% | $101,275-100.0% | $79,856-100.0% |
| Participation rate | 0.0% | 68.5%-68.5pp | 75.8%-75.8pp | 69.6%-69.6pp |
| Annual return | 9.99% | 22.30%-12.3pp | 46.48%-36.5pp | 31.71%-21.7pp |
| Employer contribution / active EE | $5,685 | $2,691+111.2% | $3,660+55.3% | $2,471+130.0% |
| Participant deferral / active EE | $7,959 | $3,282+142.5% | $4,371+82.1% | $3,741+112.8% |
| Admin fee / account holder | $0 | $4,401-100.0% | $5,948-100.0% | $5,306-100.0% |