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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 | $223,823-100.0% | $211,142-100.0% | $154,746-100.0% |
| Participation rate | 0.0% | 87.9%-87.9pp | 87.3%-87.3pp | 80.7%-80.7pp |
| Annual return | 8.93% | 50.39%-41.5pp | 46.84%-37.9pp | 172.34%-163.4pp |
| Employer contribution / active EE | $4,553 | $6,787-32.9% | $6,442-29.3% | $4,379+4.0% |
| Participant deferral / active EE | $13,548 | $9,750+38.9% | $9,284+45.9% | $6,730+101.3% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |