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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 | $55,453-100.0% | $170,435-100.0% | $62,293-100.0% |
| Participation rate | 0.0% | 66.4%-66.4pp | 83.6%-83.6pp | 69.5%-69.5pp |
| Annual return | 11.44% | 21.38%-9.9pp | 205.94%-194.5pp | 28.90%-17.5pp |
| Employer contribution / active EE | $1,588 | $2,164-26.6% | $5,432-70.8% | $2,042-22.3% |
| Participant deferral / active EE | $869 | $2,303-62.3% | $4,939-82.4% | $3,169-72.6% |
| Admin fee / account holder | $0 | $455-100.0% | $13,881-100.0% | $479-100.0% |