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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 | $274,299-100.0% | $274,299-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 43.5%-43.5pp | 39.8%-39.8pp | 37.6%-37.6pp |
| Annual return | -0.12% | 8.66%-8.8pp | 8.84%-9.0pp | 9.30%-9.4pp |
| Employer contribution / active EE | $248,442 | $69,684+256.5% | $67,498+268.1% | $43,748+467.9% |
| Participant deferral / active EE | $0 | $0 | $4-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $46,528-100.0% | $46,528-100.0% | $12,596-100.0% |