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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 | $169,332 | $96,361+75.7% | $80,607+110.1% | $139,456+21.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 9.76% | 1350.95%-1341.2pp | 936.11%-926.3pp | 373.45%-363.7pp |
| Employer contribution / active EE | $28,997 | $3,262+788.8% | $2,724+964.4% | $4,753+510.1% |
| Participant deferral / active EE | $28,250 | $5,232+440.0% | $4,448+535.2% | $6,711+320.9% |
| Admin fee / account holder | $105 | $6,601-98.4% | $5,379-98.1% | $11,407-99.1% |