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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 | $81,358-100.0% | $155,556-100.0% | $80,959-100.0% |
| Participation rate | 0.0% | 66.3%-66.3pp | 78.2%-78.2pp | 67.7%-67.7pp |
| Annual return | 9.41% | 33.39%-24.0pp | 64.84%-55.4pp | 35.67%-26.3pp |
| Employer contribution / active EE | $1,165 | $3,106-62.5% | $4,675-75.1% | $2,757-57.8% |
| Participant deferral / active EE | $1,383 | $3,455-60.0% | $5,631-75.4% | $4,300-67.8% |
| Admin fee / account holder | $0 | $7,994-100.0% | $15,885-100.0% | $6,925-100.0% |