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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 | $48,284-100.0% | $67,524-100.0% | $80,911-100.0% |
| Participation rate | 0.0% | 66.4%-66.4pp | 72.9%-72.9pp | 67.6%-67.6pp |
| Annual return | 5.64% | 18.27%-12.6pp | 3519.41%-3513.8pp | 35.63%-30.0pp |
| Employer contribution / active EE | $1,099 | $2,021-45.7% | $2,734-59.8% | $2,756-60.1% |
| Participant deferral / active EE | $1,208 | $2,927-58.7% | $4,001-69.8% | $4,297-71.9% |
| Admin fee / account holder | $0 | $3,688-100.0% | $4,001-100.0% | $6,935-100.0% |