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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 | $45,041-100.0% | $63,003-100.0% | $70,131-100.0% |
| Participation rate | 0.0% | 69.5%-69.5pp | 74.8%-74.8pp | 69.5%-69.5pp |
| Annual return | 9.44% | 18.76%-9.3pp | 87.59%-78.1pp | 73.14%-63.7pp |
| Employer contribution / active EE | $485 | $2,052-76.4% | $2,760-82.4% | $2,342-79.3% |
| Participant deferral / active EE | $1,976 | $2,465-19.9% | $3,329-40.7% | $3,332-40.7% |
| Admin fee / account holder | $0 | $2,836-100.0% | $3,600-100.0% | $4,645-100.0% |