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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 | $106,008-100.0% | $92,240-100.0% | $147,586-100.0% |
| Participation rate | 0.0% | 80.4%-80.4pp | 76.5%-76.5pp | 82.8%-82.8pp |
| Annual return | 6.12% | 50.05%-43.9pp | 176.29%-170.2pp | 578.59%-572.5pp |
| Employer contribution / active EE | $2,761 | $4,333-36.3% | $3,680-25.0% | $4,876-43.4% |
| Participant deferral / active EE | $16,467 | $4,478+267.7% | $3,897+322.5% | $5,439+202.8% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |