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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 | $53,190 | $150,442-64.6% | $136,295-61.0% | $147,585-64.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 7.30% | 1049.09%-1041.8pp | 5155.97%-5148.7pp | 578.56%-571.3pp |
| Employer contribution / active EE | $8,252 | $5,256+57.0% | $4,695+75.7% | $4,876+69.2% |
| Participant deferral / active EE | $8,466 | $6,630+27.7% | $6,247+35.5% | $5,439+55.7% |
| Admin fee / account holder | $188 | $10,905-98.3% | $9,243-98.0% | $10,885-98.3% |