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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 | $249,992 | $171,867+45.5% | $149,721+67.0% | $147,586+69.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 2.21% | 2113.36%-2111.2pp | 1501.67%-1499.5pp | 578.59%-576.4pp |
| Employer contribution / active EE | $35,000 | $6,275+457.8% | $5,444+542.9% | $4,876+617.7% |
| Participant deferral / active EE | $24,000 | $7,270+230.1% | $6,568+265.4% | $5,439+341.3% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |