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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 | $77,531 | $104,694-25.9% | $85,709-9.5% | $167,536-53.7% |
| Participation rate | 0.0% | 76.4%-76.4pp | 69.9%-69.9pp | 82.1%-82.1pp |
| Annual return | 7.98% | 21.45%-13.5pp | 21.49%-13.5pp | 478.82%-470.8pp |
| Employer contribution / active EE | $0 | $3,337-100.0% | $2,619-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $0 | $4,826-100.0% | $3,924-100.0% | $6,342-100.0% |
| Admin fee / account holder | $78 | $10,035-99.2% | $6,876-98.9% | $12,315-99.4% |