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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 | $144,124-100.0% | $117,857-100.0% | $147,585-100.0% |
| Participation rate | 0.0% | 83.4%-83.4pp | 79.7%-79.7pp | 82.8%-82.8pp |
| Annual return | 5.15% | 531.17%-526.0pp | 335.09%-329.9pp | 578.57%-573.4pp |
| Employer contribution / active EE | $2,500 | $4,897-48.9% | $3,786-34.0% | $4,876-48.7% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |