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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 | $65,434-100.0% | $98,483-100.0% | $85,847-100.0% |
| Participation rate | 0.0% | 65.0%-65.0pp | 73.3%-73.3pp | 69.3%-69.3pp |
| Annual return | 9.89% | 21.75%-11.9pp | 1494.38%-1484.5pp | 318.61%-308.7pp |
| Employer contribution / active EE | $8,180 | $2,169+277.1% | $2,961+176.3% | $2,565+218.9% |
| Participant deferral / active EE | $6,454 | $3,168+103.7% | $4,276+50.9% | $3,952+63.3% |
| Admin fee / account holder | $0 | $4,595-100.0% | $5,953-100.0% | $6,261-100.0% |