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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 | $53,128-100.0% | $86,582-100.0% | $70,126-100.0% |
| Participation rate | 0.0% | 65.3%-65.3pp | 73.5%-73.5pp | 69.5%-69.5pp |
| Annual return | 7.51% | 27.66%-20.2pp | 965.08%-957.6pp | 73.15%-65.6pp |
| Employer contribution / active EE | $7,402 | $2,068+257.9% | $2,839+160.7% | $2,343+216.0% |
| Participant deferral / active EE | $3,518 | $2,695+30.5% | $3,609-2.5% | $3,332+5.6% |
| Admin fee / account holder | $0 | $3,584-100.0% | $4,904-100.0% | $4,645-100.0% |