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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 | $169,237-100.0% | $129,339-100.0% | $145,978-100.0% |
| Participation rate | 0.0% | 76.5%-76.5pp | 69.6%-69.6pp | 80.3%-80.3pp |
| Annual return | 7.41% | 14364.43%-14357.0pp | 9437.05%-9429.6pp | 550.52%-543.1pp |
| Employer contribution / active EE | $204 | $5,540-96.3% | $4,154-95.1% | $4,662-95.6% |
| Participant deferral / active EE | $2,251 | $4,991-54.9% | $4,170-46.0% | $6,690-66.3% |
| Admin fee / account holder | $0 | $9,882-100.0% | $7,668-100.0% | $13,400-100.0% |