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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 | $65,489 | $156,963-58.3% | $121,204-46.0% | $139,466-53.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 5.50% | 1476.75%-1471.2pp | 987.18%-981.7pp | 373.66%-368.2pp |
| Employer contribution / active EE | $19,000 | $5,544+242.7% | $4,170+355.7% | $4,754+299.7% |
| Participant deferral / active EE | $27,500 | $4,848+467.2% | $4,083+573.6% | $6,712+309.7% |
| Admin fee / account holder | $0 | $6,953-100.0% | $5,651-100.0% | $11,409-100.0% |