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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 | $45,043-100.0% | $63,005-100.0% | $70,124-100.0% |
| Participation rate | 0.0% | 69.5%-69.5pp | 74.8%-74.8pp | 69.5%-69.5pp |
| Annual return | 10.39% | 18.76%-8.4pp | 87.59%-77.2pp | 73.14%-62.8pp |
| Employer contribution / active EE | $1,115 | $2,052-45.7% | $2,760-59.6% | $2,342-52.4% |
| Participant deferral / active EE | $786 | $2,466-68.1% | $3,329-76.4% | $3,332-76.4% |
| Admin fee / account holder | $0 | $2,833-100.0% | $3,599-100.0% | $4,645-100.0% |