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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 | $195,491 | $129,737+50.7% | $119,126+64.1% | $154,746+26.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 6.09% | 379.08%-373.0pp | 282.11%-276.0pp | 172.34%-166.2pp |
| Employer contribution / active EE | $15,833 | $4,375+261.9% | $4,034+292.5% | $4,379+261.6% |
| Participant deferral / active EE | $13,333 | $5,842+128.2% | $5,318+150.7% | $6,730+98.1% |
| Admin fee / account holder | $28 | $11,961-99.8% | $10,693-99.7% | $14,365-99.8% |