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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 | $53,063-100.0% | $124,206-100.0% | $82,637-100.0% |
| Participation rate | 0.0% | 58.4%-58.4pp | 69.6%-69.6pp | 68.1%-68.1pp |
| Annual return | 11.54% | 68.87%-57.3pp | 515.27%-503.7pp | 53.51%-42.0pp |
| Employer contribution / active EE | $3,418 | $1,530+123.3% | $3,540-3.5% | $2,552+33.9% |
| Participant deferral / active EE | $4,553 | $2,644+72.2% | $3,968+14.8% | $4,126+10.3% |
| Admin fee / account holder | $0 | $4,281-100.0% | $5,929-100.0% | $7,339-100.0% |