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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 | $186,009 | $104,937+77.3% | $84,628+119.8% | $152,897+21.7% |
| Participation rate | 90.0% | 74.8%+15.2pp | 68.2%+21.8pp | 82.5%+7.5pp |
| Annual return | 5.73% | 373.88%-368.1pp | 258.80%-253.1pp | 345.43%-339.7pp |
| Employer contribution / active EE | $1,312 | $3,303-60.3% | $2,653-50.6% | $4,764-72.5% |
| Participant deferral / active EE | $6,344 | $4,690+35.3% | $3,900+62.7% | $5,851+8.4% |
| Admin fee / account holder | $0 | $6,243-100.0% | $4,914-100.0% | $11,599-100.0% |