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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 | $191,799 | $150,447+27.5% | $136,298+40.7% | $147,586+30.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.28% | 1049.15%-1040.9pp | 5156.27%-5148.0pp | 578.59%-570.3pp |
| Employer contribution / active EE | $15,367 | $5,256+192.4% | $4,696+227.3% | $4,876+215.1% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $205 | $10,906-98.1% | $9,244-97.8% | $10,886-98.1% |