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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 | $169,237-100.0% | $129,339-100.0% | $145,978-100.0% |
| Participation rate | 0.0% | 76.5%-76.5pp | 69.6%-69.6pp | 80.3%-80.3pp |
| Annual return | 7.29% | 14364.43%-14357.1pp | 9437.05%-9429.8pp | 550.52%-543.2pp |
| Employer contribution / active EE | $2,556 | $5,540-53.9% | $4,154-38.5% | $4,662-45.2% |
| Participant deferral / active EE | $22,854 | $4,991+357.9% | $4,170+448.1% | $6,690+241.6% |
| Admin fee / account holder | $0 | $9,882-100.0% | $7,668-100.0% | $13,400-100.0% |