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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 | $127,574 | $171,867-25.8% | $149,721-14.8% | $147,586-13.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 6.53% | 2113.36%-2106.8pp | 1501.67%-1495.1pp | 578.59%-572.1pp |
| Employer contribution / active EE | $13,998 | $6,275+123.1% | $5,444+157.1% | $4,876+187.0% |
| Participant deferral / active EE | $8,000 | $7,270+10.0% | $6,568+21.8% | $5,439+47.1% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |