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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 | $128,297 | $100,938+27.1% | $90,461+41.8% | $158,982-19.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 3.71% | 1727.20%-1723.5pp | 1294.76%-1291.1pp | 302.99%-299.3pp |
| Employer contribution / active EE | $8,750 | $3,691+137.0% | $3,264+168.1% | $4,763+83.7% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |