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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 | $228,776 | $106,008+115.8% | $92,240+148.0% | $147,586+55.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 6.53% | 50.05%-43.5pp | 176.29%-169.8pp | 578.59%-572.1pp |
| Employer contribution / active EE | $4,000 | $4,333-7.7% | $3,680+8.7% | $4,876-18.0% |
| Participant deferral / active EE | $3,819 | $4,478-14.7% | $3,897-2.0% | $5,439-29.8% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |