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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 | $90,400-100.0% | $186,193-100.0% | $87,485-100.0% |
| Participation rate | 0.0% | 66.2%-66.2pp | 77.1%-77.1pp | 68.9%-68.9pp |
| Annual return | 12.21% | 22.15%-9.9pp | 78.03%-65.8pp | 26.06%-13.9pp |
| Employer contribution / active EE | $3,178 | $2,170+46.4% | $3,918-18.9% | $2,596+22.4% |
| Participant deferral / active EE | $8,054 | $4,330+86.0% | $6,513+23.7% | $4,274+88.5% |
| Admin fee / account holder | $0 | $8,673-100.0% | $11,058-100.0% | $7,775-100.0% |