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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 | $168,399 | $124,175+35.6% | $108,405+55.3% | $167,553+0.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | -0.14% | 1380.13%-1380.3pp | 905.55%-905.7pp | 478.89%-479.0pp |
| Employer contribution / active EE | $38,500 | $4,188+819.4% | $3,559+981.8% | $4,840+695.5% |
| Participant deferral / active EE | $22,750 | $6,908+229.3% | $6,563+246.6% | $6,343+258.7% |
| Admin fee / account holder | $0 | $9,457-100.0% | $7,297-100.0% | $12,316-100.0% |