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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 | $226,090-100.0% | $182,531-100.0% | $152,885-100.0% |
| Participation rate | 0.0% | 82.5%-82.5pp | 78.0%-78.0pp | 82.5%-82.5pp |
| Annual return | 1.69% | 192.57%-190.9pp | 148.57%-146.9pp | 345.39%-343.7pp |
| Employer contribution / active EE | $31,345 | $4,978+529.7% | $4,075+669.1% | $4,763+558.1% |
| Participant deferral / active EE | $24,500 | $6,369+284.7% | $5,525+343.4% | $5,851+318.7% |
| Admin fee / account holder | $0 | $10,705-100.0% | $8,593-100.0% | $11,598-100.0% |