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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 | $169,336-100.0% | $129,384-100.0% | $145,884-100.0% |
| Participation rate | 0.0% | 76.5%-76.5pp | 69.6%-69.6pp | 80.3%-80.3pp |
| Annual return | 7.58% | 14408.70%-14401.1pp | 9461.77%-9454.2pp | 551.85%-544.3pp |
| Employer contribution / active EE | $2,164 | $5,540-60.9% | $4,153-47.9% | $4,662-53.6% |
| Participant deferral / active EE | $2,532 | $4,985-49.2% | $4,166-39.2% | $6,690-62.2% |
| Admin fee / account holder | $0 | $9,912-100.0% | $7,686-100.0% | $13,392-100.0% |