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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 | $92,045 | $111,787-17.7% | $93,681-1.7% | $145,978-36.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 6.07% | 203.52%-197.5pp | 133.47%-127.4pp | 550.52%-544.5pp |
| Employer contribution / active EE | $1,227 | $3,093-60.4% | $2,422-49.4% | $4,662-73.7% |
| Participant deferral / active EE | $1,525 | $4,918-69.0% | $4,415-65.5% | $6,690-77.2% |
| Admin fee / account holder | $45 | $10,256-99.6% | $8,290-99.5% | $13,400-99.7% |