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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 | $427,974-100.0% | $412,440-100.0% | $474,542-100.0% |
| Participation rate | 0.0% | 87.7%-87.7pp | 85.4%-85.4pp | 87.2%-87.2pp |
| Annual return | 0.00% | 8.97%-9.0pp | 8.58%-8.6pp | 7.51%-7.5pp |
| Employer contribution / active EE | $0 | $18,215-100.0% | $19,314-100.0% | $27,752-100.0% |
| Participant deferral / active EE | $0 | $8,480-100.0% | $8,006-100.0% | $6,403-100.0% |
| Admin fee / account holder | $0 | $6,137-100.0% | $6,403-100.0% | $6,133-100.0% |