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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 | $51,638-100.0% | $68,368-100.0% | $82,448-100.0% |
| Participation rate | 0.0% | 63.6%-63.6pp | 73.8%-73.8pp | 68.1%-68.1pp |
| Annual return | 12.04% | 37.53%-25.5pp | 292.57%-280.5pp | 41.64%-29.6pp |
| Employer contribution / active EE | $1,024 | $2,047-50.0% | $2,649-61.4% | $2,551-59.9% |
| Participant deferral / active EE | $1,667 | $2,914-42.8% | $4,123-59.6% | $4,139-59.7% |
| Admin fee / account holder | $0 | $4,643-100.0% | $5,150-100.0% | $7,234-100.0% |