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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 | $88,778-100.0% | $81,844-100.0% | $145,884-100.0% |
| Participation rate | 0.0% | 75.1%-75.1pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | 0.32% | 1033.03%-1032.7pp | 778.87%-778.6pp | 551.85%-551.5pp |
| Employer contribution / active EE | $1,500 | $3,087-51.4% | $2,916-48.6% | $4,662-67.8% |
| Participant deferral / active EE | $30,500 | $4,648+556.2% | $4,323+605.5% | $6,690+355.9% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |