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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 | $34,135 | $27,924+22.2% | $58,544-41.7% | $75,181-54.6% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 13.79% | 44.20%-30.4pp | 4249.56%-4235.8pp | 160.69%-146.9pp |
| Employer contribution / active EE | $4,311 | $669+544.3% | $1,053+309.4% | $2,671+61.4% |
| Participant deferral / active EE | $1,968 | $1,202+63.8% | $1,923+2.3% | $4,126-52.3% |
| Admin fee / account holder | $290 | $1,726-83.2% | $2,520-88.5% | $5,650-94.9% |