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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 | $128,897 | $171,867-25.0% | $149,721-13.9% | $147,586-12.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 0.03% | 2113.36%-2113.3pp | 1501.67%-1501.6pp | 578.59%-578.6pp |
| Employer contribution / active EE | $8,032 | $6,275+28.0% | $5,444+47.5% | $4,876+64.7% |
| Participant deferral / active EE | $21,000 | $7,270+188.9% | $6,568+219.7% | $5,439+286.1% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |