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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 | $468,795-100.0% | $468,815-100.0% | $468,795-100.0% |
| Participation rate | 0.0% | 85.1%-85.1pp | 85.7%-85.7pp | 85.1%-85.1pp |
| Annual return | 3.00% | 39.95%-36.9pp | 6.47%-3.5pp | 39.95%-36.9pp |
| Employer contribution / active EE | $147,921 | $28,085+426.7% | $45,376+226.0% | $28,085+426.7% |
| Participant deferral / active EE | $0 | $10,110-100.0% | $6,698-100.0% | $10,110-100.0% |
| Admin fee / account holder | $0 | $8,110-100.0% | $10,236-100.0% | $8,110-100.0% |