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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 | 8.69% | 2674.24%-2665.5pp | 592.52%-583.8pp | 160.72%-152.0pp |
| Employer contribution / active EE | $1,646 | $2,316-28.9% | $3,024-45.6% | $2,671-38.4% |
| Participant deferral / active EE | $2,752 | $3,320-17.1% | $4,438-38.0% | $4,126-33.3% |
| Admin fee / account holder | $0 | $4,116-100.0% | $5,616-100.0% | $5,651-100.0% |