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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 | $55,137 | $198,462-72.2% | $170,439-67.7% | $147,585-62.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 8.04% | 257.30%-249.3pp | 205.94%-197.9pp | 578.58%-570.5pp |
| Employer contribution / active EE | $13,516 | $6,184+118.6% | $5,433+148.8% | $4,876+177.2% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $188 | $16,852-98.9% | $13,881-98.6% | $10,886-98.3% |