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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 | $54,447 | $110,551-50.7% | $80,741-32.6% | $167,518-67.5% |
| Participation rate | 85.7% | 64.0%+21.8pp | 54.2%+31.6pp | 82.1%+3.6pp |
| Annual return | 1.91% | 120.57%-118.7pp | 87.30%-85.4pp | 478.71%-476.8pp |
| Employer contribution / active EE | $858 | $1,543-44.4% | $1,160-26.1% | $4,838-82.3% |
| Participant deferral / active EE | $6,057 | $2,870+111.0% | $2,145+182.3% | $6,342-4.5% |
| Admin fee / account holder | $0 | $4,547-100.0% | $3,380-100.0% | $12,312-100.0% |