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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 | $49,655-100.0% | - | $49,655-100.0% |
| Participation rate | 0.0% | 18.6%-18.6pp | 0.0%0pp | 18.6%-18.6pp |
| Annual return | 4.71% | 9.77%-5.1pp | 2.78%+1.9pp | 9.77%-5.1pp |
| Employer contribution / active EE | $70,277 | $13,890+405.9% | $27,418+156.3% | $13,890+405.9% |
| Participant deferral / active EE | $0 | $102-100.0% | $0 | $102-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | - | $2,893-100.0% |