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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 | $205,329 | $173,397+18.4% | $135,987+51.0% | $145,877+40.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 2.93% | 1166.18%-1163.2pp | 580.01%-577.1pp | 551.28%-548.4pp |
| Employer contribution / active EE | $3,090 | $5,281-41.5% | $4,214-26.7% | $4,663-33.7% |
| Participant deferral / active EE | $3,863 | $8,710-55.7% | $7,027-45.0% | $6,691-42.3% |
| Admin fee / account holder | $0 | $9,663-100.0% | $6,716-100.0% | $13,402-100.0% |