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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 | $106,247-100.0% | $96,515-100.0% | $139,466-100.0% |
| Participation rate | 0.0% | 77.8%-77.8pp | 74.3%-74.3pp | 80.3%-80.3pp |
| Annual return | 7.60% | 38.47%-30.9pp | 35.73%-28.1pp | 373.66%-366.1pp |
| Employer contribution / active EE | $26,907 | $4,106+555.3% | $3,740+619.5% | $4,754+466.0% |
| Participant deferral / active EE | $30,000 | $5,456+449.9% | $4,880+514.8% | $6,712+347.0% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |