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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 | $102,595-100.0% | $94,057-100.0% | $154,746-100.0% |
| Participation rate | 0.0% | 76.0%-76.0pp | 73.3%-73.3pp | 80.7%-80.7pp |
| Annual return | 10.14% | 583.42%-573.3pp | 480.62%-470.5pp | 172.34%-162.2pp |
| Employer contribution / active EE | $3,303 | $3,147+5.0% | $2,933+12.6% | $4,379-24.6% |
| Participant deferral / active EE | $2,040 | $5,118-60.1% | $4,709-56.7% | $6,730-69.7% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |