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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 | $179,065 | $109,372+63.7% | $89,414+100.3% | $158,966+12.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 2.37% | 345.55%-343.2pp | 245.50%-243.1pp | 302.95%-300.6pp |
| Employer contribution / active EE | $1,043 | $3,171-67.1% | $2,586-59.7% | $4,762-78.1% |
| Participant deferral / active EE | $3,715 | $4,598-19.2% | $3,890-4.5% | $5,983-37.9% |
| Admin fee / account holder | $0 | $6,156-100.0% | $4,883-100.0% | $11,250-100.0% |