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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 | $150,447-64.6% | $136,298-61.0% | $147,586-64.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 7.30% | 1049.15%-1041.9pp | 5156.27%-5149.0pp | 578.59%-571.3pp |
| Employer contribution / active EE | $8,252 | $5,256+57.0% | $4,696+75.7% | $4,876+69.2% |
| Participant deferral / active EE | $8,466 | $6,631+27.7% | $6,247+35.5% | $5,439+55.7% |
| Admin fee / account holder | $188 | $10,906-98.3% | $9,244-98.0% | $10,886-98.3% |