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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 | $103,387-100.0% | $87,102-100.0% | $152,885-100.0% |
| Participation rate | 0.0% | 79.4%-79.4pp | 76.9%-76.9pp | 82.5%-82.5pp |
| Annual return | 1.83% | 28.10%-26.3pp | 28.19%-26.4pp | 345.39%-343.6pp |
| Employer contribution / active EE | $649 | $3,221-79.8% | $2,521-74.2% | $4,763-86.4% |
| Participant deferral / active EE | $2,831 | $4,778-40.8% | $4,048-30.1% | $5,851-51.6% |
| Admin fee / account holder | $0 | $12,193-100.0% | $7,491-100.0% | $11,598-100.0% |