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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 | $175,990 | $144,124+22.1% | $117,857+49.3% | $147,585+19.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 2.40% | 531.17%-528.8pp | 335.09%-332.7pp | 578.57%-576.2pp |
| Employer contribution / active EE | $6,770 | $4,897+38.3% | $3,786+78.8% | $4,876+38.8% |
| Participant deferral / active EE | $6,770 | $5,316+27.4% | $4,482+51.1% | $5,439+24.5% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |