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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 | $113,064 | $106,008+6.7% | $92,240+22.6% | $147,586-23.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 4.55% | 50.05%-45.5pp | 176.29%-171.7pp | 578.59%-574.0pp |
| Employer contribution / active EE | $9,000 | $4,333+107.7% | $3,680+144.6% | $4,876+84.6% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $92 | $6,333-98.6% | $5,194-98.2% | $10,886-99.2% |