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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 | $165,939-100.0% | $122,354-100.0% | $147,585-100.0% |
| Participation rate | 0.0% | 79.6%-79.6pp | 71.6%-71.6pp | 82.8%-82.8pp |
| Annual return | 4.75% | 34.56%-29.8pp | 30.28%-25.5pp | 578.58%-573.8pp |
| Employer contribution / active EE | $784 | $5,754-86.4% | $4,051-80.6% | $4,876-83.9% |
| Participant deferral / active EE | $2,352 | $4,005-41.3% | $3,287-28.5% | $5,439-56.8% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |