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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 | $94,396 | $150,447-37.3% | $136,298-30.7% | $147,586-36.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.51% | 1049.15%-1040.6pp | 5156.27%-5147.8pp | 578.59%-570.1pp |
| Employer contribution / active EE | $16,022 | $5,256+204.8% | $4,696+241.2% | $4,876+228.6% |
| Participant deferral / active EE | $5,178 | $6,631-21.9% | $6,247-17.1% | $5,439-4.8% |
| Admin fee / account holder | $240 | $10,906-97.8% | $9,244-97.4% | $10,886-97.8% |