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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 | $67,737 | $150,447-55.0% | $136,298-50.3% | $147,586-54.1% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 10.25% | 1049.15%-1038.9pp | 5156.27%-5146.0pp | 578.59%-568.3pp |
| Employer contribution / active EE | $12,658 | $5,256+140.8% | $4,696+169.6% | $4,876+159.6% |
| Participant deferral / active EE | $8,374 | $6,631+26.3% | $6,247+34.0% | $5,439+54.0% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |