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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 | $72,446-100.0% | $67,561-100.0% | $145,877-100.0% |
| Participation rate | 0.0% | 76.9%-76.9pp | 72.9%-72.9pp | 80.3%-80.3pp |
| Annual return | 9.05% | 7211.98%-7202.9pp | 3525.44%-3516.4pp | 551.28%-542.2pp |
| Employer contribution / active EE | $450 | $3,072-85.4% | $2,735-83.5% | $4,663-90.3% |
| Participant deferral / active EE | $0 | $4,785-100.0% | $4,003-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $5,541-100.0% | $4,006-100.0% | $13,402-100.0% |