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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 | $176,105-100.0% | $159,474-100.0% | $167,536-100.0% |
| Participation rate | 0.0% | 85.0%-85.0pp | 82.8%-82.8pp | 82.1%-82.1pp |
| Annual return | 9.85% | 331.91%-322.1pp | 263.68%-253.8pp | 478.82%-469.0pp |
| Employer contribution / active EE | $1,523 | $5,299-71.3% | $4,831-68.5% | $4,839-68.5% |
| Participant deferral / active EE | $13,299 | $7,751+71.6% | $7,353+80.9% | $6,342+109.7% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |