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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 | $247,619 | $123,750+100.1% | $69,611+255.7% | $145,877+69.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 3.99% | 192.03%-188.0pp | 101.14%-97.1pp | 551.28%-547.3pp |
| Employer contribution / active EE | $4,473 | $2,672+67.4% | $1,709+161.8% | $4,663-4.1% |
| Participant deferral / active EE | $0 | $4,243-100.0% | $2,891-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $7,817-100.0% | $4,696-100.0% | $13,402-100.0% |