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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 | $202,342-100.0% | $172,752-100.0% | $152,897-100.0% |
| Participation rate | 0.0% | 87.1%-87.1pp | 82.6%-82.6pp | 82.5%-82.5pp |
| Annual return | 2.32% | 1029.83%-1027.5pp | 802.97%-800.7pp | 345.43%-343.1pp |
| Employer contribution / active EE | $1,250 | $5,858-78.7% | $5,144-75.7% | $4,764-73.8% |
| Participant deferral / active EE | $2,653 | $5,948-55.4% | $5,198-49.0% | $5,851-54.7% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |