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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 | $77,416-100.0% | $69,464-100.0% | $152,897-100.0% |
| Participation rate | 0.0% | 78.1%-78.1pp | 74.6%-74.6pp | 82.5%-82.5pp |
| Annual return | 0.94% | 39.08%-38.1pp | 28.98%-28.0pp | 345.43%-344.5pp |
| Employer contribution / active EE | $1,526 | $3,315-54.0% | $2,779-45.1% | $4,764-68.0% |
| Participant deferral / active EE | $2,928 | $4,413-33.7% | $3,536-17.2% | $5,851-50.0% |
| Admin fee / account holder | $0 | $6,208-100.0% | $3,840-100.0% | $11,599-100.0% |