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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 | $202,440-100.0% | $169,390-100.0% | $139,466-100.0% |
| Participation rate | 0.0% | 81.1%-81.1pp | 77.2%-77.2pp | 80.3%-80.3pp |
| Annual return | 3.65% | 532.36%-528.7pp | 406.07%-402.4pp | 373.66%-370.0pp |
| Employer contribution / active EE | $19,647 | $4,693+318.6% | $4,013+389.6% | $4,754+313.3% |
| Participant deferral / active EE | $27,000 | $6,940+289.0% | $6,222+333.9% | $6,712+302.3% |
| Admin fee / account holder | $0 | $10,722-100.0% | $9,015-100.0% | $11,409-100.0% |