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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 | $160,028-100.0% | $147,080-100.0% | $145,884-100.0% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 8.45% | 98.60%-90.2pp | 420.17%-411.7pp | 551.85%-543.4pp |
| Employer contribution / active EE | $1,751 | $5,286-66.9% | $4,933-64.5% | $4,662-62.4% |
| Participant deferral / active EE | $5,908 | $8,422-29.9% | $8,066-26.8% | $6,690-11.7% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |