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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 | $190,498 | $96,691+97.0% | $86,656+119.8% | $139,487+36.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 0.01% | 106.87%-106.9pp | 593.09%-593.1pp | 373.84%-373.8pp |
| Employer contribution / active EE | $22,500 | $3,267+588.7% | $3,025+643.7% | $4,755+373.2% |
| Participant deferral / active EE | $22,500 | $4,838+365.1% | $4,439+406.9% | $6,713+235.2% |
| Admin fee / account holder | $0 | $6,414-100.0% | $5,619-100.0% | $11,407-100.0% |