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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 | $73,218 | $150,447-51.3% | $136,298-46.3% | $147,586-50.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.44% | 1049.15%-1040.7pp | 5156.27%-5147.8pp | 578.59%-570.2pp |
| Employer contribution / active EE | $8,046 | $5,256+53.1% | $4,696+71.4% | $4,876+65.0% |
| Participant deferral / active EE | $7,500 | $6,631+13.1% | $6,247+20.1% | $5,439+37.9% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |