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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 | $40,537 | $149,040-72.8% | $120,225-66.3% | $137,256-70.5% |
| Participation rate | 76.9% | 75.4%+1.5pp | 69.6%+7.3pp | 80.0%-3.0pp |
| Annual return | 3.67% | 605.68%-602.0pp | 439.23%-435.6pp | 220.34%-216.7pp |
| Employer contribution / active EE | $1,993 | $4,350-54.2% | $3,475-42.7% | $4,156-52.0% |
| Participant deferral / active EE | $2,110 | $4,655-54.7% | $3,999-47.2% | $6,407-67.1% |
| Admin fee / account holder | $2 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |