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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 | $96,361-100.0% | $80,607-100.0% | $139,456-100.0% |
| Participation rate | 0.0% | 73.6%-73.6pp | 67.0%-67.0pp | 80.3%-80.3pp |
| Annual return | 3.41% | 1350.95%-1347.5pp | 936.11%-932.7pp | 373.45%-370.0pp |
| Employer contribution / active EE | $43,750 | $3,262+1241.0% | $2,724+1505.9% | $4,753+820.5% |
| Participant deferral / active EE | $22,500 | $5,232+330.1% | $4,448+405.9% | $6,711+235.3% |
| Admin fee / account holder | $0 | $6,601-100.0% | $5,379-100.0% | $11,407-100.0% |