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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 | $103,038-100.0% | $90,324-100.0% | $152,909-100.0% |
| Participation rate | 0.0% | 75.9%-75.9pp | 73.3%-73.3pp | 82.5%-82.5pp |
| Annual return | 2.88% | 95.25%-92.4pp | 78.15%-75.3pp | 345.46%-342.6pp |
| Employer contribution / active EE | $4,395 | $3,141+40.0% | $2,856+53.9% | $4,764-7.7% |
| Participant deferral / active EE | $4,082 | $4,282-4.7% | $3,885+5.0% | $5,851-30.2% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |