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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 | $80,753-100.0% | $136,298-100.0% | $62,293-100.0% |
| Participation rate | 0.0% | 73.5%-73.5pp | 81.9%-81.9pp | 69.5%-69.5pp |
| Annual return | 13.74% | 35.83%-22.1pp | 5156.27%-5142.5pp | 28.90%-15.2pp |
| Employer contribution / active EE | $13,450 | $2,884+366.4% | $4,696+186.4% | $2,042+558.6% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $525-100.0% | $9,244-100.0% | $479-100.0% |