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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 | $78,690-100.0% | $161,489-100.0% | $87,485-100.0% |
| Participation rate | 0.0% | 67.5%-67.5pp | 78.7%-78.7pp | 68.9%-68.9pp |
| Annual return | 10.52% | 32.74%-22.2pp | 89.72%-79.2pp | 26.06%-15.5pp |
| Employer contribution / active EE | $14,389 | $2,588+455.9% | $4,268+237.1% | $2,596+454.2% |
| Participant deferral / active EE | $8,955 | $3,311+170.5% | $5,630+59.1% | $4,274+109.5% |
| Admin fee / account holder | $0 | $6,724-100.0% | $16,006-100.0% | $7,775-100.0% |