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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 | $149,040-100.0% | $120,225-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 75.4%-75.4pp | 69.6%-69.6pp | 80.0%-80.0pp |
| Annual return | 1.97% | 605.68%-603.7pp | 439.23%-437.3pp | 220.34%-218.4pp |
| Employer contribution / active EE | $6,624 | $4,350+52.3% | $3,475+90.6% | $4,156+59.4% |
| Participant deferral / active EE | $23,750 | $4,655+410.2% | $3,999+493.9% | $6,407+270.7% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |