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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 | $130,079 | $102,663+26.7% | $86,216+50.9% | $139,466-6.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 8.11% | 1924.52%-1916.4pp | 1169.42%-1161.3pp | 373.66%-365.6pp |
| Employer contribution / active EE | $3,076 | $3,035+1.4% | $2,382+29.2% | $4,754-35.3% |
| Participant deferral / active EE | $7,114 | $4,677+52.1% | $3,986+78.5% | $6,712+6.0% |
| Admin fee / account holder | $0 | $8,663-100.0% | $6,853-100.0% | $11,409-100.0% |