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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 | $70,121-100.0% | $63,803-100.0% | $138,895-100.0% |
| Participation rate | 0.0% | 77.2%-77.2pp | 72.7%-72.7pp | 79.9%-79.9pp |
| Annual return | 9.75% | 946.48%-936.7pp | 543.72%-534.0pp | 145.39%-135.6pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $26,203 | $4,535+477.7% | $3,843+581.8% | $6,396+309.7% |
| Admin fee / account holder | $0 | $6,738-100.0% | $5,196-100.0% | $12,562-100.0% |