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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 | $103,000-100.0% | $90,300-100.0% | $152,885-100.0% |
| Participation rate | 0.0% | 75.9%-75.9pp | 73.3%-73.3pp | 82.5%-82.5pp |
| Annual return | 10.00% | 95.19%-85.2pp | 78.11%-68.1pp | 345.39%-335.4pp |
| Employer contribution / active EE | $1,367 | $3,138-56.4% | $2,854-52.1% | $4,763-71.3% |
| Participant deferral / active EE | $7,168 | $4,281+67.4% | $3,884+84.5% | $5,851+22.5% |
| Admin fee / account holder | $0 | $6,173-100.0% | $5,353-100.0% | $11,598-100.0% |