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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 | $149,746 | $150,447-0.5% | $136,298+9.9% | $147,586+1.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.38% | 1049.15%-1039.8pp | 5156.27%-5146.9pp | 578.59%-569.2pp |
| Employer contribution / active EE | $5,200 | $5,256-1.1% | $4,696+10.7% | $4,876+6.6% |
| Participant deferral / active EE | $21,437 | $6,631+223.3% | $6,247+243.1% | $5,439+294.2% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |