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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 | $60,119-100.0% | $90,430-100.0% | $79,858-100.0% |
| Participation rate | 0.0% | 65.0%-65.0pp | 72.7%-72.7pp | 69.6%-69.6pp |
| Annual return | 4.43% | 71.94%-67.5pp | 1293.73%-1289.3pp | 31.72%-27.3pp |
| Employer contribution / active EE | $4,566 | $2,068+120.8% | $3,262+40.0% | $2,471+84.8% |
| Participant deferral / active EE | $2,280 | $2,938-22.4% | $3,963-42.5% | $3,740-39.0% |
| Admin fee / account holder | $0 | $3,976-100.0% | $5,613-100.0% | $5,306-100.0% |