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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 | $157,304-100.0% | $141,197-100.0% | $152,909-100.0% |
| Participation rate | 0.0% | 84.8%-84.8pp | 82.5%-82.5pp | 82.5%-82.5pp |
| Annual return | 2.62% | 64.34%-61.7pp | 71.41%-68.8pp | 345.46%-342.8pp |
| Employer contribution / active EE | $8,098 | $5,263+53.9% | $4,736+71.0% | $4,764+70.0% |
| Participant deferral / active EE | $3,660 | $7,111-48.5% | $6,710-45.5% | $5,851-37.5% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |