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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 | $99,652-100.0% | $78,778-100.0% | $147,586-100.0% |
| Participation rate | 0.0% | 76.2%-76.2pp | 69.2%-69.2pp | 82.8%-82.8pp |
| Annual return | 4.43% | 47.28%-42.9pp | 35.62%-31.2pp | 578.59%-574.2pp |
| Employer contribution / active EE | $36,000 | $2,796+1187.7% | $1,986+1713.0% | $4,876+638.3% |
| Participant deferral / active EE | $24,000 | $3,664+555.1% | $2,958+711.3% | $5,439+341.3% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |