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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 | $48,206 | $125,237-61.5% | $105,608-54.4% | $145,877-67.0% |
| Participation rate | 91.7% | 77.7%+14.0pp | 75.3%+16.4pp | 80.3%+11.4pp |
| Annual return | 5.69% | 225.76%-220.1pp | 116.50%-110.8pp | 551.28%-545.6pp |
| Employer contribution / active EE | $3,772 | $3,720+1.4% | $3,167+19.1% | $4,663-19.1% |
| Participant deferral / active EE | $5,551 | $5,711-2.8% | $5,010+10.8% | $6,691-17.0% |
| Admin fee / account holder | $164 | $17,287-99.1% | $11,028-98.5% | $13,402-98.8% |