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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 | $94,436-100.0% | $115,599-100.0% | $82,637-100.0% |
| Participation rate | 0.0% | 70.4%-70.4pp | 74.3%-74.3pp | 68.1%-68.1pp |
| Annual return | 10.91% | 18.37%-7.5pp | 111.10%-100.2pp | 53.51%-42.6pp |
| Employer contribution / active EE | $3,362 | $2,324+44.7% | $2,955+13.8% | $2,552+31.7% |
| Participant deferral / active EE | $7,569 | $3,955+91.4% | $4,889+54.8% | $4,126+83.4% |
| Admin fee / account holder | $0 | $10,328-100.0% | $12,841-100.0% | $7,339-100.0% |