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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 | $100,150 | $68,097+47.1% | $62,929+59.1% | $137,256-27.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 0.07% | 1859.11%-1859.0pp | 1063.93%-1063.9pp | 220.34%-220.3pp |
| Employer contribution / active EE | $22,500 | $2,811+700.4% | $2,505+798.4% | $4,156+441.4% |
| Participant deferral / active EE | $22,500 | $4,553+394.2% | $3,888+478.7% | $6,407+251.2% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |