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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 | $175,259-100.0% | $149,723-100.0% | $139,487-100.0% |
| Participation rate | 0.0% | 83.4%-83.4pp | 78.8%-78.8pp | 80.3%-80.3pp |
| Annual return | 7.65% | 166.82%-159.2pp | 134.50%-126.8pp | 373.84%-366.2pp |
| Employer contribution / active EE | $1,373 | $5,478-74.9% | $4,821-71.5% | $4,755-71.1% |
| Participant deferral / active EE | $2,826 | $6,522-56.7% | $5,682-50.3% | $6,713-57.9% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |