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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 | $90,504-100.0% | $78,690-100.0% | $273,965-100.0% |
| Participation rate | 0.0% | 76.5%-76.5pp | 73.6%-73.6pp | 83.0%-83.0pp |
| Annual return | 1.85% | 75.61%-73.8pp | 62.18%-60.3pp | 41.45%-39.6pp |
| Employer contribution / active EE | $6,000 | $3,176+88.9% | $2,851+110.5% | $4,869+23.2% |
| Participant deferral / active EE | $24,000 | $3,901+515.2% | $3,517+582.4% | $5,287+353.9% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,511-100.0% | $10,132-100.0% |