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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 | $208,365 | $88,815+134.6% | $81,882+154.5% | $145,897+42.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.30% | 1033.75%-1024.4pp | 779.47%-770.2pp | 552.29%-543.0pp |
| Employer contribution / active EE | $26,627 | $3,086+762.7% | $2,916+813.1% | $4,663+471.1% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |