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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 | $70,366-100.0% | $66,674-100.0% | $138,895-100.0% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.7%-73.7pp | 79.9%-79.9pp |
| Annual return | 4.57% | 386.41%-381.8pp | 321.24%-316.7pp | 145.39%-140.8pp |
| Employer contribution / active EE | $15,000 | $2,765+442.5% | $2,620+472.5% | $4,194+257.6% |
| Participant deferral / active EE | $30,000 | $4,374+585.9% | $4,084+634.6% | $6,396+369.0% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |