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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 | $85,169-100.0% | $172,755-100.0% | $72,983-100.0% |
| Participation rate | 0.0% | 70.1%-70.1pp | 82.6%-82.6pp | 69.5%-69.5pp |
| Annual return | 3.94% | 27.32%-23.4pp | 802.94%-799.0pp | 81.01%-77.1pp |
| Employer contribution / active EE | $13,726 | $3,324+313.0% | $5,144+166.8% | $2,440+462.6% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $5,880-100.0% | $13,955-100.0% | $5,124-100.0% |