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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 | $116,203-100.0% | $93,621-100.0% | $152,897-100.0% |
| Participation rate | 0.0% | 78.1%-78.1pp | 75.8%-75.8pp | 82.5%-82.5pp |
| Annual return | 3.53% | 35.96%-32.4pp | 32.76%-29.2pp | 345.43%-341.9pp |
| Employer contribution / active EE | $3,945 | $3,219+22.6% | $2,719+45.1% | $4,764-17.2% |
| Participant deferral / active EE | $2,630 | $4,605-42.9% | $4,070-35.4% | $5,851-55.0% |
| Admin fee / account holder | $0 | $10,751-100.0% | $7,890-100.0% | $11,599-100.0% |