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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 | $81,276-100.0% | $155,574-100.0% | $80,925-100.0% |
| Participation rate | 0.0% | 66.2%-66.2pp | 78.2%-78.2pp | 67.7%-67.7pp |
| Annual return | 9.41% | 33.36%-24.0pp | 64.87%-55.5pp | 35.65%-26.2pp |
| Employer contribution / active EE | $1,165 | $3,103-62.5% | $4,676-75.1% | $2,756-57.7% |
| Participant deferral / active EE | $1,383 | $3,453-59.9% | $5,629-75.4% | $4,299-67.8% |
| Admin fee / account holder | $0 | $7,993-100.0% | $15,914-100.0% | $6,940-100.0% |