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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 | $58,373 | $171,867-66.0% | $149,721-61.0% | $147,586-60.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 5.60% | 2113.36%-2107.8pp | 1501.67%-1496.1pp | 578.59%-573.0pp |
| Employer contribution / active EE | $21,255 | $6,275+238.7% | $5,444+290.4% | $4,876+335.9% |
| Participant deferral / active EE | $18,000 | $7,270+147.6% | $6,568+174.0% | $5,439+231.0% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |