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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 | $169,361-100.0% | $129,397-100.0% | $145,877-100.0% |
| Participation rate | 0.0% | 76.5%-76.5pp | 69.6%-69.6pp | 80.3%-80.3pp |
| Annual return | 0.98% | 14395.54%-14394.6pp | 9453.98%-9453.0pp | 551.28%-550.3pp |
| Employer contribution / active EE | $6,429 | $5,542+16.0% | $4,154+54.7% | $4,663+37.9% |
| Participant deferral / active EE | $23,750 | $4,987+376.2% | $4,167+469.9% | $6,691+255.0% |
| Admin fee / account holder | $0 | $9,903-100.0% | $7,679-100.0% | $13,402-100.0% |