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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 | $48,314-100.0% | $67,561-100.0% | $80,925-100.0% |
| Participation rate | 0.0% | 66.4%-66.4pp | 72.9%-72.9pp | 67.7%-67.7pp |
| Annual return | 9.18% | 18.28%-9.1pp | 3525.44%-3516.3pp | 35.65%-26.5pp |
| Employer contribution / active EE | $4,986 | $2,022+146.6% | $2,735+82.3% | $2,756+80.9% |
| Participant deferral / active EE | $4,844 | $2,927+65.5% | $4,003+21.0% | $4,299+12.7% |
| Admin fee / account holder | $0 | $3,690-100.0% | $4,006-100.0% | $6,940-100.0% |