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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 | $176,786-100.0% | $146,643-100.0% | $167,536-100.0% |
| Participation rate | 0.0% | 83.6%-83.6pp | 80.1%-80.1pp | 82.1%-82.1pp |
| Annual return | 6.59% | 24.04%-17.4pp | 22.75%-16.2pp | 478.82%-472.2pp |
| Employer contribution / active EE | $38,500 | $5,161+646.0% | $4,137+830.7% | $4,839+695.6% |
| Participant deferral / active EE | $26,000 | $6,440+303.7% | $5,506+372.2% | $6,342+309.9% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,280-100.0% | $12,315-100.0% |