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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 | $51,638-100.0% | $68,368-100.0% | $82,448-100.0% |
| Participation rate | 0.0% | 63.6%-63.6pp | 73.8%-73.8pp | 68.1%-68.1pp |
| Annual return | 13.13% | 37.53%-24.4pp | 292.57%-279.4pp | 41.64%-28.5pp |
| Employer contribution / active EE | $7,031 | $2,047+243.6% | $2,649+165.4% | $2,551+175.6% |
| Participant deferral / active EE | $3,927 | $2,914+34.8% | $4,123-4.8% | $4,139-5.1% |
| Admin fee / account holder | $0 | $4,643-100.0% | $5,150-100.0% | $7,234-100.0% |