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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 | $52,353-100.0% | $120,225-100.0% | $82,448-100.0% |
| Participation rate | 0.0% | 58.3%-58.3pp | 69.6%-69.6pp | 68.1%-68.1pp |
| Annual return | 11.54% | 61.85%-50.3pp | 439.23%-427.7pp | 41.64%-30.1pp |
| Employer contribution / active EE | $3,418 | $1,510+126.3% | $3,475-1.7% | $2,551+34.0% |
| Participant deferral / active EE | $4,553 | $2,627+73.3% | $3,999+13.9% | $4,139+10.0% |
| Admin fee / account holder | $0 | $4,363-100.0% | $5,696-100.0% | $7,234-100.0% |