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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 | $71,021 | $99,011-28.3% | $86,582-18.0% | $147,586-51.9% |
| Participation rate | 94.1% | 76.3%+17.8pp | 73.5%+20.6pp | 82.8%+11.3pp |
| Annual return | 4.17% | 1312.75%-1308.6pp | 965.08%-960.9pp | 578.59%-574.4pp |
| Employer contribution / active EE | $748 | $3,132-76.1% | $2,839-73.7% | $4,876-84.7% |
| Participant deferral / active EE | $3,289 | $3,972-17.2% | $3,609-8.9% | $5,439-39.5% |
| Admin fee / account holder | $252 | $5,709-95.6% | $4,904-94.9% | $10,886-97.7% |