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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 | $90,661 | $72,396+25.2% | $67,511+34.3% | $145,959-37.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 0.72% | 7194.07%-7193.4pp | 3517.41%-3516.7pp | 561.95%-561.2pp |
| Employer contribution / active EE | $6,250 | $3,071+103.5% | $2,733+128.7% | $4,661+34.1% |
| Participant deferral / active EE | $23,000 | $4,781+381.0% | $4,000+475.0% | $6,689+243.9% |
| Admin fee / account holder | $13 | $5,538-99.8% | $3,999-99.7% | $13,398-99.9% |