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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 | $78,428-100.0% | $95,960-100.0% | $79,852-100.0% |
| Participation rate | 0.0% | 73.5%-73.5pp | 77.1%-77.1pp | 69.6%-69.6pp |
| Annual return | 8.58% | 19.37%-10.8pp | 91.63%-83.1pp | 31.72%-23.1pp |
| Employer contribution / active EE | $5,231 | $1,945+168.9% | $2,541+105.8% | $2,471+111.7% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $5,622-100.0% | $6,797-100.0% | $5,306-100.0% |