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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 | $115,796-100.0% | $101,264-100.0% | $158,950-100.0% |
| Participation rate | 0.0% | 79.4%-79.4pp | 75.8%-75.8pp | 82.0%-82.0pp |
| Annual return | 2.28% | 56.15%-53.9pp | 46.48%-44.2pp | 302.91%-300.6pp |
| Employer contribution / active EE | $1,450 | $4,175-65.3% | $3,660-60.4% | $4,762-69.6% |
| Participant deferral / active EE | $6,000 | $4,958+21.0% | $4,370+37.3% | $5,983+0.3% |
| Admin fee / account holder | $0 | $7,247-100.0% | $5,947-100.0% | $11,248-100.0% |