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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 | $183,592-100.0% | $155,567-100.0% | $145,959-100.0% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 7.29% | 61.24%-53.9pp | 64.74%-57.4pp | 561.95%-554.7pp |
| Employer contribution / active EE | $26,500 | $5,315+398.6% | $4,674+467.0% | $4,661+468.6% |
| Participant deferral / active EE | $16,654 | $6,464+157.6% | $5,628+195.9% | $6,689+149.0% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |