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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 | $72,071-100.0% | $68,368-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.8%-73.8pp | 80.0%-80.0pp |
| Annual return | 10.14% | 353.14%-343.0pp | 292.57%-282.4pp | 220.34%-210.2pp |
| Employer contribution / active EE | $3,303 | $2,788+18.5% | $2,649+24.7% | $4,156-20.5% |
| Participant deferral / active EE | $2,040 | $4,410-53.7% | $4,123-50.5% | $6,407-68.2% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |