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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 | $100,041-100.0% | $149,718-100.0% | $70,131-100.0% |
| Participation rate | 0.0% | 83.6%-83.6pp | 87.1%-87.1pp | 69.5%-69.5pp |
| Annual return | 4.93% | 27.43%-22.5pp | 1501.70%-1496.8pp | 73.14%-68.2pp |
| Employer contribution / active EE | $2,515 | $3,662-31.3% | $5,444-53.8% | $2,342+7.3% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $8,286-100.0% | $11,283-100.0% | $4,645-100.0% |