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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 | $94,630 | $171,865-44.9% | $149,718-36.8% | $147,585-35.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 6.41% | 2113.29%-2106.9pp | 1501.67%-1495.3pp | 578.56%-572.1pp |
| Employer contribution / active EE | $30,000 | $6,275+378.1% | $5,445+451.0% | $4,876+515.2% |
| Participant deferral / active EE | $21,000 | $7,270+188.9% | $6,569+219.7% | $5,439+286.1% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |