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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 | $140,288 | $150,447-6.8% | $136,298+2.9% | $147,586-4.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.79% | 1049.15%-1040.4pp | 5156.27%-5147.5pp | 578.59%-569.8pp |
| Employer contribution / active EE | $10,779 | $5,256+105.1% | $4,696+129.6% | $4,876+121.1% |
| Participant deferral / active EE | $10,779 | $6,631+62.6% | $6,247+72.5% | $5,439+98.2% |
| Admin fee / account holder | $167 | $10,906-98.5% | $9,244-98.2% | $10,886-98.5% |