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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 | $141,716 | $102,595+38.1% | $94,057+50.7% | $154,746-8.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 10.00% | 583.42%-573.4pp | 480.62%-470.6pp | 172.34%-162.3pp |
| Employer contribution / active EE | $16,661 | $3,147+429.4% | $2,933+468.0% | $4,379+280.5% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |