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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 | $123,005 | $169,336-27.4% | $129,384-4.9% | $145,884-15.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 4.52% | 14408.70%-14404.2pp | 9461.77%-9457.3pp | 551.85%-547.3pp |
| Employer contribution / active EE | $6,250 | $5,540+12.8% | $4,153+50.5% | $4,662+34.1% |
| Participant deferral / active EE | $0 | $4,985-100.0% | $4,166-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $9,912-100.0% | $7,686-100.0% | $13,392-100.0% |