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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 | $150,412-100.0% | $120,574-100.0% | $145,884-100.0% |
| Participation rate | 0.0% | 78.8%-78.8pp | 71.9%-71.9pp | 80.3%-80.3pp |
| Annual return | 6.71% | 154.50%-147.8pp | 107.42%-100.7pp | 551.85%-545.1pp |
| Employer contribution / active EE | $2,500 | $4,355-42.6% | $3,471-28.0% | $4,662-46.4% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,996-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $12,224-100.0% | $9,445-100.0% | $13,392-100.0% |