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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 | $180,301 | $100,938+78.6% | $90,461+99.3% | $158,982+13.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 4.96% | 1727.20%-1722.2pp | 1294.76%-1289.8pp | 302.99%-298.0pp |
| Employer contribution / active EE | $15,825 | $3,691+328.7% | $3,264+384.9% | $4,763+232.3% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $188 | $6,510-97.1% | $5,617-96.7% | $11,252-98.3% |