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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 | $246,365 | $150,447+63.8% | $136,298+80.8% | $147,586+66.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 6.58% | 1049.15%-1042.6pp | 5156.27%-5149.7pp | 578.59%-572.0pp |
| Employer contribution / active EE | $6,881 | $5,256+30.9% | $4,696+46.5% | $4,876+41.1% |
| Participant deferral / active EE | $4,643 | $6,631-30.0% | $6,247-25.7% | $5,439-14.6% |
| Admin fee / account holder | $3 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |