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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 | $105,344 | $171,867-38.7% | $149,718-29.6% | $147,585-28.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 3.03% | 2113.36%-2110.3pp | 1501.70%-1498.7pp | 578.57%-575.5pp |
| Employer contribution / active EE | $2,629 | $6,275-58.1% | $5,444-51.7% | $4,876-46.1% |
| Participant deferral / active EE | $8,852 | $7,270+21.8% | $6,568+34.8% | $5,439+62.8% |
| Admin fee / account holder | $51 | $13,799-99.6% | $11,283-99.5% | $10,885-99.5% |