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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 | $173,840 | $150,447+15.5% | $136,298+27.5% | $147,586+17.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 5.40% | 1049.15%-1043.8pp | 5156.27%-5150.9pp | 578.59%-573.2pp |
| Employer contribution / active EE | $11,045 | $5,256+110.1% | $4,696+135.2% | $4,876+126.5% |
| Participant deferral / active EE | $10,286 | $6,631+55.1% | $6,247+64.6% | $5,439+89.1% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |