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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 | $162,529-100.0% | $130,788-100.0% | $154,746-100.0% |
| Participation rate | 0.0% | 75.9%-75.9pp | 70.1%-70.1pp | 80.7%-80.7pp |
| Annual return | 7.99% | 510.48%-502.5pp | 386.44%-378.5pp | 172.34%-164.3pp |
| Employer contribution / active EE | $13,125 | $4,447+195.1% | $3,558+268.9% | $4,379+199.7% |
| Participant deferral / active EE | $31,000 | $4,808+544.7% | $4,137+649.3% | $6,730+360.6% |
| Admin fee / account holder | $0 | $7,669-100.0% | $6,673-100.0% | $14,365-100.0% |