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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 | $106,923-100.0% | $84,023-100.0% | $152,909-100.0% |
| Participation rate | 0.0% | 75.3%-75.3pp | 69.0%-69.0pp | 82.5%-82.5pp |
| Annual return | 4.40% | 105.02%-100.6pp | 71.32%-66.9pp | 345.46%-341.1pp |
| Employer contribution / active EE | $2,972 | $2,735+8.6% | $1,984+49.8% | $4,764-37.6% |
| Participant deferral / active EE | $0 | $4,013-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $8,289-100.0% | $6,102-100.0% | $11,601-100.0% |