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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 | $47,778 | $160,040-70.1% | $147,096-67.5% | $145,877-67.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.67% | 98.49%-93.8pp | 419.75%-415.1pp | 551.28%-546.6pp |
| Employer contribution / active EE | $14,359 | $5,289+171.5% | $4,936+190.9% | $4,663+207.9% |
| Participant deferral / active EE | $11,500 | $8,429+36.4% | $8,071+42.5% | $6,691+71.9% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |