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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 | $63,346-100.0% | $92,240-100.0% | $70,126-100.0% |
| Participation rate | 0.0% | 68.7%-68.7pp | 76.5%-76.5pp | 69.5%-69.5pp |
| Annual return | 12.05% | 530.19%-518.1pp | 176.29%-164.2pp | 73.15%-61.1pp |
| Employer contribution / active EE | $742 | $2,471-70.0% | $3,680-79.8% | $2,343-68.3% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $3,841-100.0% | $5,194-100.0% | $4,645-100.0% |