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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 | $144,130-100.0% | $117,861-100.0% | $147,586-100.0% |
| Participation rate | 0.0% | 83.4%-83.4pp | 79.7%-79.7pp | 82.8%-82.8pp |
| Annual return | 6.98% | 531.20%-524.2pp | 335.11%-328.1pp | 578.59%-571.6pp |
| Employer contribution / active EE | $14,400 | $4,897+194.1% | $3,786+280.3% | $4,876+195.3% |
| Participant deferral / active EE | $24,000 | $5,316+351.4% | $4,482+435.5% | $5,439+341.3% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |