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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 | $130,917 | $150,447-13.0% | $136,298-3.9% | $147,586-11.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 6.82% | 1049.15%-1042.3pp | 5156.27%-5149.4pp | 578.59%-571.8pp |
| Employer contribution / active EE | $2,700 | $5,256-48.6% | $4,696-42.5% | $4,876-44.6% |
| Participant deferral / active EE | $20,583 | $6,631+210.4% | $6,247+229.5% | $5,439+278.5% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |