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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 | $54,438 | $184,000-70.4% | $162,185-66.4% | $152,909-64.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 5.36% | 150.80%-145.4pp | 115.61%-110.2pp | 345.46%-340.1pp |
| Employer contribution / active EE | $21,000 | $6,370+229.7% | $5,613+274.1% | $4,764+340.8% |
| Participant deferral / active EE | $19,966 | $8,033+148.6% | $7,297+173.6% | $5,851+241.2% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |