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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 | $76,551-100.0% | $123,894-100.0% | $62,881-100.0% |
| Participation rate | 0.0% | 73.0%-73.0pp | 81.4%-81.4pp | 69.3%-69.3pp |
| Annual return | 3.58% | 18.68%-15.1pp | 47.52%-43.9pp | 20.14%-16.6pp |
| Employer contribution / active EE | $1,192 | $2,882-58.7% | $4,617-74.2% | $2,281-47.8% |
| Participant deferral / active EE | $2,786 | $4,840-42.4% | $5,984-53.4% | $3,203-13.0% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |