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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 | $109,967-100.0% | $97,197-100.0% | $145,877-100.0% |
| Participation rate | 0.0% | 76.0%-76.0pp | 72.7%-72.7pp | 80.3%-80.3pp |
| Annual return | 4.02% | 244.27%-240.2pp | 75.47%-71.4pp | 551.28%-547.3pp |
| Employer contribution / active EE | $1,750 | $3,077-43.1% | $2,723-35.7% | $4,663-62.5% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,263-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $6,199-100.0% | $5,637-100.0% | $13,402-100.0% |