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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 | $191,968 | $150,447+27.6% | $136,298+40.8% | $147,586+30.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 2.00% | 1049.15%-1047.2pp | 5156.27%-5154.3pp | 578.59%-576.6pp |
| Employer contribution / active EE | $36,000 | $5,256+584.9% | $4,696+666.7% | $4,876+638.3% |
| Participant deferral / active EE | $22,000 | $6,631+231.8% | $6,247+252.2% | $5,439+304.5% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |