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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 | $259,158-100.0% | $74,311-100.0% | $259,158-100.0% |
| Participation rate | 0.0% | 95.8%-95.8pp | 87.6%-87.6pp | 95.8%-95.8pp |
| Annual return | 0.00% | 5.38%-5.4pp | 4.31%-4.3pp | 5.38%-5.4pp |
| Employer contribution / active EE | $0 | $22,268-100.0% | $2,395-100.0% | $22,268-100.0% |
| Participant deferral / active EE | $1,689 | $4,649-63.7% | $2,375-28.9% | $4,649-63.7% |
| Admin fee / account holder | $0 | $9,035-100.0% | $1,545-100.0% | $9,035-100.0% |