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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 | $282,865-100.0% | $431,983-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 66.7%-66.7pp | 12.4%-12.4pp |
| Annual return | 4.75% | 9.36%-4.6pp | 9.65%-4.9pp | 9.89%-5.1pp |
| Employer contribution / active EE | $12,000 | $8,354+43.6% | $50,020-76.0% | $14,313-16.2% |
| Participant deferral / active EE | $0 | $224-100.0% | $62-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $35,292-100.0% | $9,084-100.0% |