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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 | $138,309 | $114,130+21.2% | $96,192+43.8% | $167,553-17.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 3.31% | 190.07%-186.8pp | 192.09%-188.8pp | 478.89%-475.6pp |
| Employer contribution / active EE | $33,593 | $3,431+879.2% | $2,799+1100.0% | $4,840+594.1% |
| Participant deferral / active EE | $19,000 | $5,198+265.5% | $4,351+336.7% | $6,343+199.6% |
| Admin fee / account holder | $0 | $6,901-100.0% | $5,539-100.0% | $12,316-100.0% |