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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 | $58,275-100.0% | $81,844-100.0% | $80,935-100.0% |
| Participation rate | 0.0% | 63.5%-63.5pp | 72.4%-72.4pp | 67.7%-67.7pp |
| Annual return | 4.53% | 41.82%-37.3pp | 778.87%-774.3pp | 35.66%-31.1pp |
| Employer contribution / active EE | $3,127 | $2,346+33.3% | $2,916+7.2% | $2,757+13.4% |
| Participant deferral / active EE | $4,573 | $3,285+39.2% | $4,323+5.8% | $4,299+6.4% |
| Admin fee / account holder | $0 | $4,749-100.0% | $7,355-100.0% | $6,924-100.0% |