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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 | $160,070-100.0% | $147,117-100.0% | $145,897-100.0% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 8.85% | 98.69%-89.8pp | 420.54%-411.7pp | 552.29%-543.4pp |
| Employer contribution / active EE | $3,415 | $5,285-35.4% | $4,932-30.8% | $4,663-26.8% |
| Participant deferral / active EE | $8,373 | $8,419-0.6% | $8,065+3.8% | $6,689+25.2% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |