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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 | $64,949 | $176,105-63.1% | $159,474-59.3% | $167,536-61.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 4.86% | 331.91%-327.1pp | 263.68%-258.8pp | 478.82%-474.0pp |
| Employer contribution / active EE | $21,809 | $5,299+311.6% | $4,831+351.4% | $4,839+350.7% |
| Participant deferral / active EE | $23,141 | $7,751+198.5% | $7,353+214.7% | $6,342+264.9% |
| Admin fee / account holder | $20 | $12,559-99.8% | $10,802-99.8% | $12,315-99.8% |