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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 | $37,202 | $150,446-75.3% | $136,297-72.7% | $147,585-74.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.89% | 1049.14%-1039.3pp | 5156.19%-5146.3pp | 578.58%-568.7pp |
| Employer contribution / active EE | $9,637 | $5,256+83.3% | $4,696+105.2% | $4,876+97.6% |
| Participant deferral / active EE | $4,000 | $6,631-39.7% | $6,247-36.0% | $5,439-26.5% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |