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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 | $88,815-100.0% | $81,882-100.0% | $145,897-100.0% |
| Participation rate | 0.0% | 75.1%-75.1pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | 9.52% | 1033.75%-1024.2pp | 779.47%-770.0pp | 552.29%-542.8pp |
| Employer contribution / active EE | $6,186 | $3,086+100.4% | $2,916+112.1% | $4,663+32.7% |
| Participant deferral / active EE | $8,393 | $4,647+80.6% | $4,323+94.1% | $6,689+25.5% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |