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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 | $164,535 | $106,008+55.2% | $92,240+78.4% | $147,586+11.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 1.58% | 50.05%-48.5pp | 176.29%-174.7pp | 578.59%-577.0pp |
| Employer contribution / active EE | $13,892 | $4,333+220.6% | $3,680+277.5% | $4,876+184.9% |
| Participant deferral / active EE | $8,000 | $4,478+78.6% | $3,897+105.3% | $5,439+47.1% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |