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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 | $214,803 | $150,447+42.8% | $136,298+57.6% | $147,586+45.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 3.62% | 1049.15%-1045.5pp | 5156.27%-5152.7pp | 578.59%-575.0pp |
| Employer contribution / active EE | $14,417 | $5,256+174.3% | $4,696+207.0% | $4,876+195.6% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $187 | $10,906-98.3% | $9,244-98.0% | $10,886-98.3% |