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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 | $162,529-100.0% | $130,788-100.0% | $154,746-100.0% |
| Participation rate | 0.0% | 75.9%-75.9pp | 70.1%-70.1pp | 80.7%-80.7pp |
| Annual return | 0.98% | 510.48%-509.5pp | 386.44%-385.5pp | 172.34%-171.4pp |
| Employer contribution / active EE | $600 | $4,447-86.5% | $3,558-83.1% | $4,379-86.3% |
| Participant deferral / active EE | $1,200 | $4,808-75.0% | $4,137-71.0% | $6,730-82.2% |
| Admin fee / account holder | $0 | $7,669-100.0% | $6,673-100.0% | $14,365-100.0% |