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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 | $31,360 | $100,868-68.9% | $90,414-65.3% | $158,931-80.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 4.79% | 1724.58%-1719.8pp | 1293.19%-1288.4pp | 302.86%-298.1pp |
| Employer contribution / active EE | $2,024 | $3,689-45.1% | $3,262-38.0% | $4,761-57.5% |
| Participant deferral / active EE | $1,600 | $4,348-63.2% | $3,963-59.6% | $5,982-73.3% |
| Admin fee / account holder | $5 | $6,502-99.9% | $5,611-99.9% | $11,247-100.0% |