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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 | $175,257-100.0% | $149,717-100.0% | $139,456-100.0% |
| Participation rate | 0.0% | 83.4%-83.4pp | 78.8%-78.8pp | 80.3%-80.3pp |
| Annual return | 3.65% | 166.70%-163.1pp | 134.41%-130.8pp | 373.45%-369.8pp |
| Employer contribution / active EE | $1,979 | $5,477-63.9% | $4,820-58.9% | $4,753-58.4% |
| Participant deferral / active EE | $2,319 | $6,521-64.4% | $5,682-59.2% | $6,711-65.4% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |