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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 | $180,749-100.0% | $160,784-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 80.0%-80.0pp | 77.0%-77.0pp | 80.0%-80.0pp |
| Annual return | 4.13% | 2234.46%-2230.3pp | 1803.92%-1799.8pp | 220.34%-216.2pp |
| Employer contribution / active EE | $30,666 | $4,155+638.0% | $3,733+721.5% | $4,156+637.9% |
| Participant deferral / active EE | $19,440 | $6,844+184.0% | $6,293+208.9% | $6,407+203.4% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |