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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 | $81,643-100.0% | $70,462-100.0% | $158,950-100.0% |
| Participation rate | 0.0% | 77.7%-77.7pp | 75.1%-75.1pp | 82.0%-82.0pp |
| Annual return | 3.10% | 208.51%-205.4pp | 109.08%-106.0pp | 302.91%-299.8pp |
| Employer contribution / active EE | $9,197 | $3,218+185.8% | $2,737+236.0% | $4,762+93.1% |
| Participant deferral / active EE | $9,197 | $4,555+101.9% | $3,710+147.9% | $5,983+53.7% |
| Admin fee / account holder | $0 | $6,194-100.0% | $3,845-100.0% | $11,248-100.0% |