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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 | $66,401 | $150,442-55.9% | $136,295-51.3% | $147,585-55.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.71% | 1049.09%-1039.4pp | 5155.97%-5146.3pp | 578.56%-568.9pp |
| Employer contribution / active EE | $20,014 | $5,256+280.8% | $4,695+326.2% | $4,876+310.4% |
| Participant deferral / active EE | $12,805 | $6,630+93.1% | $6,247+105.0% | $5,439+135.5% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |