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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 | $148,256 | $150,447-1.5% | $136,298+8.8% | $147,586+0.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 7.70% | 1049.15%-1041.5pp | 5156.27%-5148.6pp | 578.59%-570.9pp |
| Employer contribution / active EE | $15,791 | $5,256+200.4% | $4,696+236.3% | $4,876+223.8% |
| Participant deferral / active EE | $14,936 | $6,631+125.3% | $6,247+139.1% | $5,439+174.6% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |