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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 | $76,705 | $150,442-49.0% | $136,295-43.7% | $147,585-48.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.36% | 1049.09%-1039.7pp | 5155.97%-5146.6pp | 578.56%-569.2pp |
| Employer contribution / active EE | $8,272 | $5,256+57.4% | $4,695+76.2% | $4,876+69.6% |
| Participant deferral / active EE | $5,686 | $6,630-14.2% | $6,247-9.0% | $5,439+4.5% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |