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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 | $169,356-100.0% | $129,406-100.0% | $145,897-100.0% |
| Participation rate | 0.0% | 76.5%-76.5pp | 69.6%-69.6pp | 80.3%-80.3pp |
| Annual return | 3.45% | 14418.62%-14415.2pp | 9468.18%-9464.7pp | 552.29%-548.8pp |
| Employer contribution / active EE | $21,750 | $5,542+292.5% | $4,155+423.4% | $4,663+366.5% |
| Participant deferral / active EE | $26,750 | $4,987+436.4% | $4,167+541.9% | $6,689+299.9% |
| Admin fee / account holder | $0 | $9,915-100.0% | $7,689-100.0% | $13,390-100.0% |