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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 | $156,101 | $184,000-15.2% | $162,185-3.8% | $152,909+2.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 1.07% | 150.80%-149.7pp | 115.61%-114.5pp | 345.46%-344.4pp |
| Employer contribution / active EE | $2,957 | $6,370-53.6% | $5,613-47.3% | $4,764-37.9% |
| Participant deferral / active EE | $12,000 | $8,033+49.4% | $7,297+64.5% | $5,851+105.1% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |