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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 | $124,187+35.6% | $108,410+55.3% | $167,497+0.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | -0.14% | 1379.80%-1379.9pp | 905.34%-905.5pp | 478.62%-478.8pp |
| Employer contribution / active EE | $38,500 | $4,187+819.6% | $3,558+982.0% | $4,838+695.8% |
| Participant deferral / active EE | $22,750 | $6,908+229.3% | $6,562+246.7% | $6,341+258.8% |
| Admin fee / account holder | $0 | $9,456-100.0% | $7,296-100.0% | $12,310-100.0% |