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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 | $106,267-100.0% | $96,520-100.0% | $139,456-100.0% |
| Participation rate | 0.0% | 77.8%-77.8pp | 74.3%-74.3pp | 80.3%-80.3pp |
| Annual return | 7.60% | 38.45%-30.9pp | 35.72%-28.1pp | 373.45%-365.8pp |
| Employer contribution / active EE | $26,907 | $4,105+555.5% | $3,739+619.7% | $4,753+466.1% |
| Participant deferral / active EE | $30,000 | $5,454+450.0% | $4,879+514.9% | $6,711+347.0% |
| Admin fee / account holder | $0 | $7,882-100.0% | $6,733-100.0% | $11,407-100.0% |