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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 | $96,965-100.0% | $97,995-100.0% | $147,585-100.0% |
| Participation rate | 0.0% | 83.6%-83.6pp | 82.4%-82.4pp | 82.8%-82.8pp |
| Annual return | 3.85% | 24.11%-20.3pp | 23.94%-20.1pp | 578.58%-574.7pp |
| Employer contribution / active EE | $4,163 | $4,536-8.2% | $4,158+0.1% | $4,876-14.6% |
| Participant deferral / active EE | $0 | $5,081-100.0% | $5,097-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $8,120-100.0% | $5,943-100.0% | $10,886-100.0% |