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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 | $68,394-100.0% | $94,672-100.0% | $75,177-100.0% |
| Participation rate | 0.0% | 76.1%-76.1pp | 80.8%-80.8pp | 67.2%-67.2pp |
| Annual return | 13.25% | 616.92%-603.7pp | 156.89%-143.6pp | 160.75%-147.5pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,293 | $6,536-34.3% | $7,417-42.1% | $4,126+4.0% |
| Admin fee / account holder | $0 | $5,326-100.0% | $7,222-100.0% | $5,651-100.0% |