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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 | $162,136-100.0% | $152,301-100.0% | $154,746-100.0% |
| Participation rate | 0.0% | 84.1%-84.1pp | 82.4%-82.4pp | 80.7%-80.7pp |
| Annual return | 0.22% | 91.02%-90.8pp | 80.50%-80.3pp | 172.34%-172.1pp |
| Employer contribution / active EE | $3,235 | $4,890-33.8% | $4,624-30.0% | $4,379-26.1% |
| Participant deferral / active EE | $15,500 | $8,341+85.8% | $8,004+93.7% | $6,730+130.3% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |