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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 | $100,938-100.0% | $90,461-100.0% | $158,982-100.0% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.7%-72.7pp | 82.0%-82.0pp |
| Annual return | 3.10% | 1727.20%-1724.1pp | 1294.76%-1291.7pp | 302.99%-299.9pp |
| Employer contribution / active EE | $6,145 | $3,691+66.5% | $3,264+88.3% | $4,763+29.0% |
| Participant deferral / active EE | $6,060 | $4,350+39.3% | $3,964+52.9% | $5,983+1.3% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |