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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 | $859,867-100.0% | $543,517-100.0% | $859,867-100.0% |
| Participation rate | 0.0% | 85.0%-85.0pp | 100.0%-100.0pp | 85.0%-85.0pp |
| Annual return | 3.20% | 11.61%-8.4pp | 0.23%+3.0pp | 11.61%-8.4pp |
| Employer contribution / active EE | $71,050 | $22,247+219.4% | $32,542+118.3% | $22,247+219.4% |
| Participant deferral / active EE | $0 | $7,004-100.0% | $15,982-100.0% | $7,004-100.0% |
| Admin fee / account holder | $0 | $31,890-100.0% | $0 | $31,890-100.0% |