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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 | $123,963 | $156,927-21.0% | $121,169+2.3% | $139,456-11.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 8.01% | 1475.85%-1467.8pp | 986.71%-978.7pp | 373.45%-365.4pp |
| Employer contribution / active EE | $1,963 | $5,542-64.6% | $4,168-52.9% | $4,753-58.7% |
| Participant deferral / active EE | $2,332 | $4,848-51.9% | $4,083-42.9% | $6,711-65.3% |
| Admin fee / account holder | $60 | $6,946-99.1% | $5,645-98.9% | $11,407-99.5% |