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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 | $101,461 | $202,345-49.9% | $172,755-41.3% | $152,885-33.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 0.06% | 1029.77%-1029.7pp | 802.94%-802.9pp | 345.39%-345.3pp |
| Employer contribution / active EE | $27,813 | $5,858+374.8% | $5,144+440.7% | $4,763+483.9% |
| Participant deferral / active EE | $22,000 | $5,948+269.9% | $5,198+323.3% | $5,851+276.0% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |