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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 | $76,407-100.0% | $150,298-100.0% | $82,448-100.0% |
| Participation rate | 0.0% | 66.4%-66.4pp | 77.8%-77.8pp | 68.1%-68.1pp |
| Annual return | 10.52% | 39.99%-29.5pp | 62.79%-52.3pp | 41.64%-31.1pp |
| Employer contribution / active EE | $14,389 | $2,614+450.4% | $4,154+246.4% | $2,551+464.1% |
| Participant deferral / active EE | $8,955 | $3,214+178.6% | $5,453+64.2% | $4,139+116.3% |
| Admin fee / account holder | $0 | $6,352-100.0% | $14,116-100.0% | $7,234-100.0% |