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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 | $73,518-100.0% | $63,003-100.0% | $147,585-100.0% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.8%-74.8pp | 82.8%-82.8pp |
| Annual return | 5.98% | 175.46%-169.5pp | 87.59%-81.6pp | 578.57%-572.6pp |
| Employer contribution / active EE | $4,657 | $3,322+40.2% | $2,760+68.7% | $4,876-4.5% |
| Participant deferral / active EE | $3,105 | $4,183-25.8% | $3,329-6.7% | $5,439-42.9% |
| Admin fee / account holder | $0 | $5,952-100.0% | $3,600-100.0% | $10,885-100.0% |