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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 | $150,442-100.0% | $136,295-100.0% | $147,585-100.0% |
| Participation rate | 0.0% | 84.4%-84.4pp | 81.9%-81.9pp | 82.8%-82.8pp |
| Annual return | 2.19% | 1049.09%-1046.9pp | 5155.97%-5153.8pp | 578.56%-576.4pp |
| Employer contribution / active EE | $3,116 | $5,256-40.7% | $4,695-33.6% | $4,876-36.1% |
| Participant deferral / active EE | $9,250 | $6,630+39.5% | $6,247+48.1% | $5,439+70.1% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |