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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 | $192,098 | $102,696+87.1% | $86,235+122.8% | $139,487+37.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 0.54% | 1925.91%-1925.4pp | 1170.03%-1169.5pp | 373.84%-373.3pp |
| Employer contribution / active EE | $5,959 | $3,034+96.4% | $2,381+150.3% | $4,755+25.3% |
| Participant deferral / active EE | $0 | $4,679-100.0% | $3,987-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $8,667-100.0% | $6,856-100.0% | $11,407-100.0% |