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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 | $98,093 | $160,040-38.7% | $147,096-33.3% | $145,877-32.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.91% | 98.49%-93.6pp | 419.75%-414.8pp | 551.28%-546.4pp |
| Employer contribution / active EE | $3,642 | $5,289-31.1% | $4,936-26.2% | $4,663-21.9% |
| Participant deferral / active EE | $6,000 | $8,429-28.8% | $8,071-25.7% | $6,691-10.3% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |