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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 | $101,230 | $144,130-29.8% | $117,861-14.1% | $147,586-31.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 5.73% | 531.20%-525.5pp | 335.11%-329.4pp | 578.59%-572.9pp |
| Employer contribution / active EE | $21,957 | $4,897+348.4% | $3,786+479.9% | $4,876+350.3% |
| Participant deferral / active EE | $12,847 | $5,316+141.7% | $4,482+186.6% | $5,439+136.2% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |