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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 | $104,251-100.0% | $91,004-100.0% | $147,586-100.0% |
| Participation rate | 0.0% | 78.2%-78.2pp | 75.6%-75.6pp | 82.8%-82.8pp |
| Annual return | 2.09% | 27.06%-25.0pp | 4.60%-2.5pp | 578.59%-576.5pp |
| Employer contribution / active EE | $7,368 | $3,116+136.5% | $2,456+200.1% | $4,876+51.1% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,886-100.0% |