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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 | $155,555-100.0% | $146,866-100.0% | $155,188-100.0% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.5%-82.5pp | 80.8%-80.8pp |
| Annual return | 0.71% | 115.41%-114.7pp | 102.85%-102.1pp | 148.84%-148.1pp |
| Employer contribution / active EE | $45,000 | $4,647+868.4% | $4,425+917.0% | $4,248+959.4% |
| Participant deferral / active EE | $34,000 | $8,044+322.7% | $7,759+338.2% | $6,531+420.6% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |