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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 | $156,927-100.0% | $121,169-100.0% | $139,456-100.0% |
| Participation rate | 0.0% | 76.4%-76.4pp | 69.5%-69.5pp | 80.3%-80.3pp |
| Annual return | 7.59% | 1475.85%-1468.3pp | 986.71%-979.1pp | 373.45%-365.9pp |
| Employer contribution / active EE | $40,500 | $5,542+630.8% | $4,168+871.7% | $4,753+752.2% |
| Participant deferral / active EE | $30,000 | $4,848+518.8% | $4,083+634.8% | $6,711+347.0% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,645-100.0% | $11,407-100.0% |