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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 | $118,027 | $150,445-21.5% | $136,297-13.4% | $147,585-20.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.75% | 1049.14%-1040.4pp | 5156.16%-5147.4pp | 578.57%-569.8pp |
| Employer contribution / active EE | $6,180 | $5,256+17.6% | $4,696+31.6% | $4,876+26.7% |
| Participant deferral / active EE | $10,244 | $6,631+54.5% | $6,247+64.0% | $5,439+88.4% |
| Admin fee / account holder | $20 | $10,906-99.8% | $9,244-99.8% | $10,885-99.8% |