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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 | $81,664-100.0% | $70,476-100.0% | $158,966-100.0% |
| Participation rate | 0.0% | 77.7%-77.7pp | 75.1%-75.1pp | 82.0%-82.0pp |
| Annual return | 3.87% | 208.59%-204.7pp | 109.12%-105.2pp | 302.95%-299.1pp |
| Employer contribution / active EE | $734 | $3,219-77.2% | $2,738-73.2% | $4,762-84.6% |
| Participant deferral / active EE | $3,743 | $4,556-17.9% | $3,710+0.9% | $5,983-37.4% |
| Admin fee / account holder | $0 | $6,197-100.0% | $3,847-100.0% | $11,250-100.0% |