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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 | $57,305-100.0% | $86,640-100.0% | $75,173-100.0% |
| Participation rate | 0.0% | 63.2%-63.2pp | 71.7%-71.7pp | 67.2%-67.2pp |
| Annual return | 13.39% | 2674.24%-2660.8pp | 592.52%-579.1pp | 160.72%-147.3pp |
| Employer contribution / active EE | $7,112 | $2,316+207.1% | $3,024+135.2% | $2,671+166.3% |
| Participant deferral / active EE | $5,902 | $3,320+77.8% | $4,438+33.0% | $4,126+43.0% |
| Admin fee / account holder | $0 | $4,116-100.0% | $5,616-100.0% | $5,651-100.0% |