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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 | $65,440-100.0% | $98,506-100.0% | $85,851-100.0% |
| Participation rate | 0.0% | 65.0%-65.0pp | 73.3%-73.3pp | 69.3%-69.3pp |
| Annual return | 11.30% | 21.75%-10.5pp | 1494.92%-1483.6pp | 318.63%-307.3pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,128 | $3,168+125.0% | $4,277+66.7% | $3,952+80.4% |
| Admin fee / account holder | $0 | $4,596-100.0% | $5,955-100.0% | $6,261-100.0% |