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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 | $48,078-100.0% | $78,676-100.0% | $62,881-100.0% |
| Participation rate | 0.0% | 65.2%-65.2pp | 73.6%-73.6pp | 69.3%-69.3pp |
| Annual return | 2.55% | 31.36%-28.8pp | 62.19%-59.6pp | 20.14%-17.6pp |
| Employer contribution / active EE | $6,525 | $2,015+223.9% | $2,850+128.9% | $2,281+186.1% |
| Participant deferral / active EE | $2,749 | $2,587+6.3% | $3,517-21.8% | $3,203-14.2% |
| Admin fee / account holder | $0 | $3,206-100.0% | $4,510-100.0% | $4,296-100.0% |