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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 | $24,056 | $150,447-84.0% | $136,298-82.4% | $147,586-83.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 7.00% | 1049.15%-1042.2pp | 5156.27%-5149.3pp | 578.59%-571.6pp |
| Employer contribution / active EE | $9,129 | $5,256+73.7% | $4,696+94.4% | $4,876+87.2% |
| Participant deferral / active EE | $6,651 | $6,631+0.3% | $6,247+6.5% | $5,439+22.3% |
| Admin fee / account holder | $8 | $10,906-99.9% | $9,244-99.9% | $10,886-99.9% |