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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 | $39,144 | $150,447-74.0% | $136,298-71.3% | $147,586-73.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 4.97% | 1049.15%-1044.2pp | 5156.27%-5151.3pp | 578.59%-573.6pp |
| Employer contribution / active EE | $30,000 | $5,256+470.7% | $4,696+538.9% | $4,876+515.2% |
| Participant deferral / active EE | $8,000 | $6,631+20.7% | $6,247+28.1% | $5,439+47.1% |
| Admin fee / account holder | $12 | $10,906-99.9% | $9,244-99.9% | $10,886-99.9% |