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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 | $118,708-100.0% | $98,920-100.0% | $158,982-100.0% |
| Participation rate | 0.0% | 77.8%-77.8pp | 76.0%-76.0pp | 82.0%-82.0pp |
| Annual return | 4.14% | 372.49%-368.3pp | 196.47%-192.3pp | 302.99%-298.8pp |
| Employer contribution / active EE | $4,007 | $3,334+20.2% | $2,689+49.0% | $4,763-15.9% |
| Participant deferral / active EE | $2,672 | $5,089-47.5% | $4,245-37.1% | $5,983-55.4% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,643-100.0% | $11,252-100.0% |