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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 | $201,264-100.0% | $184,185-100.0% | $145,978-100.0% |
| Participation rate | 0.0% | 87.5%-87.5pp | 86.8%-86.8pp | 80.3%-80.3pp |
| Annual return | 3.64% | 29.00%-25.4pp | 28.81%-25.2pp | 550.52%-546.9pp |
| Employer contribution / active EE | $39,500 | $7,021+462.6% | $6,426+514.7% | $4,662+747.3% |
| Participant deferral / active EE | $30,500 | $9,806+211.0% | $9,132+234.0% | $6,690+355.9% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |