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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 | $100,194 | $150,447-33.4% | $136,298-26.5% | $147,586-32.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 3.89% | 1049.15%-1045.3pp | 5156.27%-5152.4pp | 578.59%-574.7pp |
| Employer contribution / active EE | $24,638 | $5,256+368.7% | $4,696+424.7% | $4,876+405.3% |
| Participant deferral / active EE | $14,800 | $6,631+123.2% | $6,247+136.9% | $5,439+172.1% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |