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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 | $331,967-100.0% | $158,223-100.0% | - |
| Participation rate | 0.0% | 50.0%-50.0pp | 79.2%-79.2pp | - |
| Annual return | 0.00% | 9.74%-9.7pp | 52.09%-52.1pp | - |
| Employer contribution / active EE | $0 | $996-100.0% | $4,109-100.0% | - |
| Participant deferral / active EE | $0 | $1,868-100.0% | $5,467-100.0% | - |
| Admin fee / account holder | $0 | $145,493-100.0% | $16,047-100.0% | - |