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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 | $185,856-100.0% | $170,028-100.0% | $139,456-100.0% |
| Participation rate | 0.0% | 87.8%-87.8pp | 87.0%-87.0pp | 80.3%-80.3pp |
| Annual return | 5.16% | 60.52%-55.4pp | 53.39%-48.2pp | 373.45%-368.3pp |
| Employer contribution / active EE | $5,777 | $7,593-23.9% | $6,788-14.9% | $4,753+21.5% |
| Participant deferral / active EE | $0 | $11,623-100.0% | $10,409-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $15,387-100.0% | $12,820-100.0% | $11,407-100.0% |