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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 | $183,978-100.0% | $162,171-100.0% | $152,885-100.0% |
| Participation rate | 0.0% | 88.5%-88.5pp | 87.6%-87.6pp | 82.5%-82.5pp |
| Annual return | 11.53% | 150.78%-139.3pp | 115.60%-104.1pp | 345.39%-333.9pp |
| Employer contribution / active EE | $6,212 | $6,370-2.5% | $5,613+10.7% | $4,763+30.4% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $13,122-100.0% | $10,843-100.0% | $11,598-100.0% |