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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 | $49,976-100.0% | $66,674-100.0% | $82,637-100.0% |
| Participation rate | 0.0% | 63.1%-63.1pp | 73.7%-73.7pp | 68.1%-68.1pp |
| Annual return | 12.04% | 39.09%-27.1pp | 321.24%-309.2pp | 53.51%-41.5pp |
| Employer contribution / active EE | $1,024 | $1,988-48.5% | $2,620-60.9% | $2,552-59.9% |
| Participant deferral / active EE | $1,667 | $2,847-41.4% | $4,084-59.2% | $4,126-59.6% |
| Admin fee / account holder | $0 | $4,594-100.0% | $5,098-100.0% | $7,339-100.0% |