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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 | $123,570 | $96,361+28.2% | $80,607+53.3% | $139,456-11.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 1.93% | 1350.95%-1349.0pp | 936.11%-934.2pp | 373.45%-371.5pp |
| Employer contribution / active EE | $1,250 | $3,262-61.7% | $2,724-54.1% | $4,753-73.7% |
| Participant deferral / active EE | $0 | $5,232-100.0% | $4,448-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $6,601-100.0% | $5,379-100.0% | $11,407-100.0% |