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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 | $58,241-100.0% | $81,780-100.0% | $80,911-100.0% |
| Participation rate | 0.0% | 63.4%-63.4pp | 72.4%-72.4pp | 67.6%-67.6pp |
| Annual return | 4.53% | 41.73%-37.2pp | 776.27%-771.7pp | 35.63%-31.1pp |
| Employer contribution / active EE | $3,127 | $2,343+33.4% | $2,914+7.3% | $2,756+13.5% |
| Participant deferral / active EE | $4,573 | $3,283+39.3% | $4,321+5.8% | $4,297+6.4% |
| Admin fee / account holder | $0 | $4,973-100.0% | $7,384-100.0% | $6,935-100.0% |