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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 | $150,447-100.0% | $136,298-100.0% | $147,586-100.0% |
| Participation rate | 0.0% | 84.4%-84.4pp | 81.9%-81.9pp | 82.8%-82.8pp |
| Annual return | 2.95% | 1049.15%-1046.2pp | 5156.27%-5153.3pp | 578.59%-575.6pp |
| Employer contribution / active EE | $3,669 | $5,256-30.2% | $4,696-21.9% | $4,876-24.8% |
| Participant deferral / active EE | $7,756 | $6,631+17.0% | $6,247+24.1% | $5,439+42.6% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |