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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 | $100,060-100.0% | $149,721-100.0% | $70,126-100.0% |
| Participation rate | 0.0% | 83.6%-83.6pp | 87.1%-87.1pp | 69.5%-69.5pp |
| Annual return | 3.27% | 27.46%-24.2pp | 1501.67%-1498.4pp | 73.15%-69.9pp |
| Employer contribution / active EE | $1,991 | $3,661-45.6% | $5,444-63.4% | $2,343-15.0% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $8,285-100.0% | $11,282-100.0% | $4,645-100.0% |