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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 | $75,819 | $106,008-28.5% | $92,240-17.8% | $147,586-48.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 8.81% | 50.05%-41.2pp | 176.29%-167.5pp | 578.59%-569.8pp |
| Employer contribution / active EE | $25,000 | $4,333+476.9% | $3,680+579.4% | $4,876+412.7% |
| Participant deferral / active EE | $16,000 | $4,478+257.3% | $3,897+310.6% | $5,439+194.2% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |