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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 | $156,825 | $76,785+104.2% | $56,441+177.9% | $145,959+7.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 1.91% | 3000.51%-2998.6pp | 1704.21%-1702.3pp | 561.95%-560.0pp |
| Employer contribution / active EE | $35,015 | $1,381+2436.3% | $1,039+3269.8% | $4,661+651.3% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,953-100.0% | $6,689-100.0% |
| Admin fee / account holder | $15 | $3,334-99.6% | $2,829-99.5% | $13,398-99.9% |