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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 | $225,524 | $180,749+24.8% | $160,784+40.3% | $137,256+64.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 0.33% | 2234.46%-2234.1pp | 1803.92%-1803.6pp | 220.34%-220.0pp |
| Employer contribution / active EE | $23,250 | $4,155+459.5% | $3,733+522.9% | $4,156+459.4% |
| Participant deferral / active EE | $31,000 | $6,844+352.9% | $6,293+392.6% | $6,407+383.9% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |