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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 | $227,822 | $67,823+235.9% | $52,425+334.6% | $137,256+66.0% |
| Participation rate | 85.7% | 63.9%+21.8pp | 55.6%+30.1pp | 80.0%+5.8pp |
| Annual return | 4.65% | 219.11%-214.5pp | 302.12%-297.5pp | 220.34%-215.7pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $2,288-100.0% | $1,790-100.0% | $6,407-100.0% |
| Admin fee / account holder | $261 | $2,844-90.8% | $2,495-89.6% | $12,270-97.9% |