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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 | $46,596-100.0% | $64,099-100.0% | $75,181-100.0% |
| Participation rate | 0.0% | 65.9%-65.9pp | 72.3%-72.3pp | 67.2%-67.2pp |
| Annual return | 11.44% | 26.04%-14.6pp | 33.70%-22.3pp | 160.69%-149.2pp |
| Employer contribution / active EE | $866 | $1,975-56.1% | $2,748-68.5% | $2,671-67.6% |
| Participant deferral / active EE | $969 | $2,837-65.9% | $3,881-75.0% | $4,126-76.5% |
| Admin fee / account holder | $0 | $2,954-100.0% | $3,070-100.0% | $5,650-100.0% |