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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 | $53,841-100.0% | $75,731-100.0% | $85,851-100.0% |
| Participation rate | 0.0% | 69.0%-69.0pp | 74.8%-74.8pp | 69.3%-69.3pp |
| Annual return | 11.49% | 24.54%-13.0pp | 104.65%-93.2pp | 318.63%-307.1pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,073 | $2,895+6.2% | $3,820-19.5% | $3,952-22.2% |
| Admin fee / account holder | $0 | $3,340-100.0% | $3,620-100.0% | $6,261-100.0% |