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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 | $96,388-100.0% | $80,627-100.0% | $139,466-100.0% |
| Participation rate | 0.0% | 73.6%-73.6pp | 67.0%-67.0pp | 80.3%-80.3pp |
| Annual return | 3.41% | 1352.08%-1348.7pp | 936.76%-933.4pp | 373.66%-370.3pp |
| Employer contribution / active EE | $43,750 | $3,260+1242.1% | $2,723+1506.9% | $4,754+820.3% |
| Participant deferral / active EE | $22,500 | $5,224+330.7% | $4,443+406.4% | $6,712+235.2% |
| Admin fee / account holder | $0 | $6,603-100.0% | $5,381-100.0% | $11,409-100.0% |