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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 | $85,171-100.0% | $172,753-100.0% | $72,976-100.0% |
| Participation rate | 0.0% | 70.1%-70.1pp | 82.6%-82.6pp | 69.5%-69.5pp |
| Annual return | 12.65% | 27.32%-14.7pp | 803.00%-790.3pp | 81.02%-68.4pp |
| Employer contribution / active EE | $7,576 | $3,324+127.9% | $5,144+47.3% | $2,440+210.5% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $5,880-100.0% | $13,956-100.0% | $5,124-100.0% |