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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 | $48,337-100.0% | $67,560-100.0% | $80,959-100.0% |
| Participation rate | 0.0% | 66.4%-66.4pp | 72.9%-72.9pp | 67.7%-67.7pp |
| Annual return | 6.59% | 18.26%-11.7pp | 3533.50%-3526.9pp | 35.67%-29.1pp |
| Employer contribution / active EE | $1,980 | $2,023-2.1% | $2,737-27.7% | $2,757-28.2% |
| Participant deferral / active EE | $4,414 | $2,928+50.8% | $4,004+10.2% | $4,300+2.7% |
| Admin fee / account holder | $0 | $3,695-100.0% | $3,994-100.0% | $6,925-100.0% |