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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 | $110,303-100.0% | $95,759-100.0% | $139,487-100.0% |
| Participation rate | 0.0% | 75.7%-75.7pp | 72.3%-72.3pp | 80.3%-80.3pp |
| Annual return | 4.46% | 27.19%-22.7pp | 28.42%-24.0pp | 373.84%-369.4pp |
| Employer contribution / active EE | $19,305 | $3,261+492.0% | $2,836+580.6% | $4,755+306.0% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,244-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $6,615-100.0% | $5,678-100.0% | $11,407-100.0% |