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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 | $175,231-100.0% | $149,696-100.0% | $139,466-100.0% |
| Participation rate | 0.0% | 83.4%-83.4pp | 78.8%-78.8pp | 80.3%-80.3pp |
| Annual return | 0.60% | 166.77%-166.2pp | 134.46%-133.9pp | 373.66%-373.1pp |
| Employer contribution / active EE | $3,996 | $5,478-27.1% | $4,821-17.1% | $4,754-16.0% |
| Participant deferral / active EE | $3,942 | $6,521-39.5% | $5,682-30.6% | $6,712-41.3% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |