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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 | $140,130 | $96,388+45.4% | $80,627+73.8% | $139,466+0.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 3.29% | 1352.08%-1348.8pp | 936.76%-933.5pp | 373.66%-370.4pp |
| Employer contribution / active EE | $27,417 | $3,260+741.1% | $2,723+907.0% | $4,754+476.7% |
| Participant deferral / active EE | $25,000 | $5,224+378.5% | $4,443+462.7% | $6,712+272.5% |
| Admin fee / account holder | $0 | $6,603-100.0% | $5,381-100.0% | $11,409-100.0% |