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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 | $36,686 | $169,237-78.3% | $129,339-71.6% | $145,978-74.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 7.11% | 14364.43%-14357.3pp | 9437.05%-9429.9pp | 550.52%-543.4pp |
| Employer contribution / active EE | $3,933 | $5,540-29.0% | $4,154-5.3% | $4,662-15.6% |
| Participant deferral / active EE | $9,368 | $4,991+87.7% | $4,170+124.7% | $6,690+40.0% |
| Admin fee / account holder | $0 | $9,882-100.0% | $7,668-100.0% | $13,400-100.0% |