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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 | $90,623 | $68,097+33.1% | $62,929+44.0% | $137,256-34.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 5.91% | 1859.11%-1853.2pp | 1063.93%-1058.0pp | 220.34%-214.4pp |
| Employer contribution / active EE | $2,589 | $2,811-7.9% | $2,505+3.4% | $4,156-37.7% |
| Participant deferral / active EE | $863 | $4,553-81.0% | $3,888-77.8% | $6,407-86.5% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |