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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 | $53,611 | $150,445-64.4% | $136,297-60.7% | $147,585-63.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 1.57% | 1049.14%-1047.6pp | 5156.16%-5154.6pp | 578.57%-577.0pp |
| Employer contribution / active EE | $17,067 | $5,256+224.7% | $4,696+263.5% | $4,876+250.0% |
| Participant deferral / active EE | $11,554 | $6,631+74.3% | $6,247+85.0% | $5,439+112.4% |
| Admin fee / account holder | $66 | $10,906-99.4% | $9,244-99.3% | $10,885-99.4% |