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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 | $48,327-100.0% | $67,575-100.0% | $80,935-100.0% |
| Participation rate | 0.0% | 66.4%-66.4pp | 72.9%-72.9pp | 67.7%-67.7pp |
| Annual return | 5.64% | 18.31%-12.7pp | 3528.98%-3523.3pp | 35.66%-30.0pp |
| Employer contribution / active EE | $1,099 | $2,022-45.7% | $2,736-59.8% | $2,757-60.1% |
| Participant deferral / active EE | $1,208 | $2,927-58.7% | $4,003-69.8% | $4,299-71.9% |
| Admin fee / account holder | $0 | $3,692-100.0% | $3,993-100.0% | $6,924-100.0% |