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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 | $93,346-100.0% | $71,796-100.0% | $273,972-100.0% |
| Participation rate | 0.0% | 76.5%-76.5pp | 69.1%-69.1pp | 83.0%-83.0pp |
| Annual return | 0.56% | 130.39%-129.8pp | 78.04%-77.5pp | 41.46%-40.9pp |
| Employer contribution / active EE | $27,750 | $2,733+915.3% | $1,924+1342.0% | $4,869+470.0% |
| Participant deferral / active EE | $24,000 | $3,475+590.6% | $2,794+758.8% | $5,287+353.9% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |