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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 | $156,024 | $99,009+57.6% | $86,581+80.2% | $147,585+5.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 6.81% | 1312.70%-1305.9pp | 965.06%-958.2pp | 578.58%-571.8pp |
| Employer contribution / active EE | $7,395 | $3,132+136.1% | $2,840+160.4% | $4,876+51.6% |
| Participant deferral / active EE | $11,400 | $3,972+187.0% | $3,609+215.9% | $5,439+109.6% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |