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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 | $85,766-100.0% | $136,298-100.0% | $70,126-100.0% |
| Participation rate | 0.0% | 74.2%-74.2pp | 81.9%-81.9pp | 69.5%-69.5pp |
| Annual return | 5.09% | 31.46%-26.4pp | 5156.27%-5151.2pp | 73.15%-68.1pp |
| Employer contribution / active EE | $3,457 | $2,966+16.6% | $4,696-26.4% | $2,343+47.6% |
| Participant deferral / active EE | $6,145 | $5,051+21.6% | $6,247-1.6% | $3,332+84.4% |
| Admin fee / account holder | $0 | $5,421-100.0% | $9,244-100.0% | $4,645-100.0% |