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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 | $148,623-100.0% | $135,974-100.0% | $139,466-100.0% |
| Participation rate | 0.0% | 83.9%-83.9pp | 81.9%-81.9pp | 80.3%-80.3pp |
| Annual return | 4.13% | 79.30%-75.2pp | 68.30%-64.2pp | 373.66%-369.5pp |
| Employer contribution / active EE | $4,348 | $5,246-17.1% | $4,859-10.5% | $4,754-8.5% |
| Participant deferral / active EE | $6,304 | $8,103-22.2% | $7,760-18.8% | $6,712-6.1% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |