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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 | $176,688-100.0% | $130,660-100.0% | $152,885-100.0% |
| Participation rate | 0.0% | 79.0%-79.0pp | 71.7%-71.7pp | 82.5%-82.5pp |
| Annual return | 4.58% | 2693.08%-2688.5pp | 1709.29%-1704.7pp | 345.39%-340.8pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $25,000 | $4,362+473.1% | $3,603+593.9% | $5,851+327.3% |
| Admin fee / account holder | $0 | $7,131-100.0% | $5,463-100.0% | $11,598-100.0% |