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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 | $46,667 | $150,445-69.0% | $136,297-65.8% | $147,585-68.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.67% | 1049.14%-1040.5pp | 5156.16%-5147.5pp | 578.57%-569.9pp |
| Employer contribution / active EE | $9,132 | $5,256+73.7% | $4,696+94.5% | $4,876+87.3% |
| Participant deferral / active EE | $13,617 | $6,631+105.4% | $6,247+118.0% | $5,439+150.4% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,885-100.0% |