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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 | $55,457-100.0% | $77,361-100.0% | $94,015-100.0% |
| Participation rate | 0.0% | 69.8%-69.8pp | 75.0%-75.0pp | 70.8%-70.8pp |
| Annual return | 8.52% | 15.57%-7.1pp | 1011.54%-1003.0pp | 17.84%-9.3pp |
| Employer contribution / active EE | $0 | $2,255-100.0% | $2,990-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,280 | $3,069-58.3% | $3,911-67.3% | $4,249-69.9% |
| Admin fee / account holder | $0 | $4,334-100.0% | $5,894-100.0% | $8,951-100.0% |