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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 | $51,601 | $198,462-74.0% | $170,439-69.7% | $147,585-65.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 6.21% | 257.30%-251.1pp | 205.94%-199.7pp | 578.58%-572.4pp |
| Employer contribution / active EE | $31,551 | $6,184+410.2% | $5,433+480.8% | $4,876+547.0% |
| Participant deferral / active EE | $24,000 | $5,629+326.3% | $4,939+385.9% | $5,439+341.3% |
| Admin fee / account holder | $278 | $16,852-98.4% | $13,881-98.0% | $10,886-97.5% |