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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 | $69,252-100.0% | $64,099-100.0% | $139,456-100.0% |
| Participation rate | 0.0% | 75.6%-75.6pp | 72.3%-72.3pp | 80.3%-80.3pp |
| Annual return | 7.56% | 45.89%-38.3pp | 33.70%-26.1pp | 373.45%-365.9pp |
| Employer contribution / active EE | $552 | $3,184-82.7% | $2,748-79.9% | $4,753-88.4% |
| Participant deferral / active EE | $1,047 | $4,683-77.6% | $3,881-73.0% | $6,711-84.4% |
| Admin fee / account holder | $0 | $4,248-100.0% | $3,070-100.0% | $11,407-100.0% |