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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 | $110,039-100.0% | $97,260-100.0% | $145,884-100.0% |
| Participation rate | 0.0% | 75.9%-75.9pp | 72.7%-72.7pp | 80.3%-80.3pp |
| Annual return | 4.91% | 244.44%-239.5pp | 75.54%-70.6pp | 551.85%-546.9pp |
| Employer contribution / active EE | $20,897 | $3,074+579.7% | $2,721+667.9% | $4,662+348.2% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,262-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $6,204-100.0% | $5,640-100.0% | $13,392-100.0% |