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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 | $77,901-100.0% | $149,717-100.0% | $75,181-100.0% |
| Participation rate | 0.0% | 65.6%-65.6pp | 78.8%-78.8pp | 67.2%-67.2pp |
| Annual return | 10.41% | 31.73%-21.3pp | 134.41%-124.0pp | 160.69%-150.3pp |
| Employer contribution / active EE | $4,602 | $3,137+46.7% | $4,820-4.5% | $2,671+72.3% |
| Participant deferral / active EE | $2,934 | $3,411-14.0% | $5,682-48.4% | $4,126-28.9% |
| Admin fee / account holder | $0 | $5,949-100.0% | $13,213-100.0% | $5,650-100.0% |