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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 | $49,211 | $150,445-67.3% | $136,297-63.9% | $147,585-66.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.89% | 1049.14%-1039.2pp | 5156.16%-5146.3pp | 578.57%-568.7pp |
| Employer contribution / active EE | $6,000 | $5,256+14.2% | $4,696+27.8% | $4,876+23.0% |
| Participant deferral / active EE | $14,094 | $6,631+112.6% | $6,247+125.6% | $5,439+159.1% |
| Admin fee / account holder | $23 | $10,906-99.8% | $9,244-99.8% | $10,885-99.8% |