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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 | $226,105-100.0% | $182,540-100.0% | $152,897-100.0% |
| Participation rate | 0.0% | 82.5%-82.5pp | 78.0%-78.0pp | 82.5%-82.5pp |
| Annual return | 5.12% | 192.58%-187.5pp | 148.58%-143.5pp | 345.43%-340.3pp |
| Employer contribution / active EE | $6,624 | $4,978+33.1% | $4,076+62.5% | $4,764+39.1% |
| Participant deferral / active EE | $2,830 | $6,370-55.6% | $5,525-48.8% | $5,851-51.6% |
| Admin fee / account holder | $0 | $10,706-100.0% | $8,593-100.0% | $11,599-100.0% |