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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 | $245,000 | $185,905+31.8% | $170,057+44.1% | $139,487+75.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 0.00% | 60.56%-60.6pp | 53.42%-53.4pp | 373.84%-373.8pp |
| Employer contribution / active EE | $43,500 | $7,597+472.6% | $6,790+540.6% | $4,755+814.9% |
| Participant deferral / active EE | $25,500 | $11,627+119.3% | $10,411+144.9% | $6,713+279.9% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |