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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 | $120,895 | $150,442-19.6% | $136,295-11.3% | $147,585-18.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.49% | 1049.09%-1039.6pp | 5155.97%-5146.5pp | 578.56%-569.1pp |
| Employer contribution / active EE | $6,384 | $5,256+21.5% | $4,695+36.0% | $4,876+30.9% |
| Participant deferral / active EE | $13,333 | $6,630+101.1% | $6,247+113.4% | $5,439+145.2% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |