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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 | $80,812-100.0% | $160,784-100.0% | $82,448-100.0% |
| Participation rate | 0.0% | 66.2%-66.2pp | 77.0%-77.0pp | 68.1%-68.1pp |
| Annual return | 12.21% | 100.59%-88.4pp | 1803.92%-1791.7pp | 41.64%-29.4pp |
| Employer contribution / active EE | $3,178 | $2,174+46.2% | $3,733-14.9% | $2,551+24.6% |
| Participant deferral / active EE | $8,054 | $4,335+85.8% | $6,293+28.0% | $4,139+94.6% |
| Admin fee / account holder | $0 | $7,695-100.0% | $9,717-100.0% | $7,234-100.0% |