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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 | $107,363-100.0% | $92,909-100.0% | $152,897-100.0% |
| Participation rate | 0.0% | 79.8%-79.8pp | 76.0%-76.0pp | 82.5%-82.5pp |
| Annual return | 7.41% | 145.63%-138.2pp | 109.44%-102.0pp | 345.43%-338.0pp |
| Employer contribution / active EE | $4,321 | $4,222+2.4% | $3,653+18.3% | $4,764-9.3% |
| Participant deferral / active EE | $3,349 | $4,848-30.9% | $4,238-21.0% | $5,851-42.8% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |