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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 | $205,186 | $106,005+93.6% | $92,239+122.5% | $147,585+39.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 6.36% | 50.05%-43.7pp | 176.29%-169.9pp | 578.58%-572.2pp |
| Employer contribution / active EE | $12,309 | $4,333+184.1% | $3,680+234.5% | $4,876+152.4% |
| Participant deferral / active EE | $7,779 | $4,478+73.7% | $3,897+99.6% | $5,439+43.0% |
| Admin fee / account holder | $4 | $6,333-99.9% | $5,194-99.9% | $10,886-100.0% |