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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 | $70,532-100.0% | $68,948-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 81.0%-81.0pp | 79.2%-79.2pp | 80.0%-80.0pp |
| Annual return | 12.15% | 32.56%-20.4pp | 28.39%-16.2pp | 220.34%-208.2pp |
| Employer contribution / active EE | $7,291 | $4,355+67.4% | $4,165+75.1% | $4,156+75.4% |
| Participant deferral / active EE | $5,141 | $6,773-24.1% | $6,186-16.9% | $6,407-19.8% |
| Admin fee / account holder | $0 | $7,916-100.0% | $7,539-100.0% | $12,270-100.0% |