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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 | $232,646 | $176,688+31.7% | $130,660+78.1% | $152,897+52.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | -0.59% | 2693.08%-2693.7pp | 1709.29%-1709.9pp | 345.43%-346.0pp |
| Employer contribution / active EE | $9,300 | $5,743+61.9% | $4,092+127.3% | $4,764+95.2% |
| Participant deferral / active EE | $19,000 | $4,362+335.6% | $3,603+427.3% | $5,851+224.7% |
| Admin fee / account holder | $228 | $7,131-96.8% | $5,463-95.8% | $11,599-98.0% |