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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 | $91,086-100.0% | $203,872-100.0% | $86,983-100.0% |
| Participation rate | 0.0% | 65.8%-65.8pp | 77.8%-77.8pp | 69.5%-69.5pp |
| Annual return | 12.21% | 22.30%-10.1pp | 85.11%-72.9pp | 25.83%-13.6pp |
| Employer contribution / active EE | $3,178 | $2,063+54.0% | $3,757-15.4% | $2,584+23.0% |
| Participant deferral / active EE | $8,054 | $4,019+100.4% | $6,388+26.1% | $4,194+92.0% |
| Admin fee / account holder | $0 | $8,987-100.0% | $11,730-100.0% | $7,856-100.0% |