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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 | $194,404 | $171,867+13.1% | $149,716+29.8% | $147,585+31.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 8.10% | 2113.36%-2105.3pp | 1501.67%-1493.6pp | 578.58%-570.5pp |
| Employer contribution / active EE | $33,495 | $6,275+433.8% | $5,444+515.2% | $4,876+586.9% |
| Participant deferral / active EE | $3,250 | $7,270-55.3% | $6,568-50.5% | $5,439-40.2% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |