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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 | $201,372-100.0% | $184,260-100.0% | $145,884-100.0% |
| Participation rate | 0.0% | 87.5%-87.5pp | 86.8%-86.8pp | 80.3%-80.3pp |
| Annual return | 3.64% | 29.04%-25.4pp | 28.84%-25.2pp | 551.85%-548.2pp |
| Employer contribution / active EE | $39,500 | $7,024+462.4% | $6,427+514.5% | $4,662+747.2% |
| Participant deferral / active EE | $30,500 | $9,808+211.0% | $9,133+234.0% | $6,690+355.9% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |