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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 | $88,710-100.0% | $81,783-100.0% | $145,959-100.0% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | 4.70% | 1027.26%-1022.6pp | 775.05%-770.4pp | 561.95%-557.3pp |
| Employer contribution / active EE | $1,802 | $3,083-41.5% | $2,913-38.1% | $4,661-61.3% |
| Participant deferral / active EE | $6,769 | $4,645+45.7% | $4,320+56.7% | $6,689+1.2% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |