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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 | $46,833 | $90,691-48.4% | $76,119-38.5% | $145,884-67.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 1.17% | 624.52%-623.3pp | 361.25%-360.1pp | 551.85%-550.7pp |
| Employer contribution / active EE | $3,130 | $3,329-6.0% | $2,693+16.2% | $4,662-32.9% |
| Participant deferral / active EE | $15,500 | $5,167+200.0% | $4,259+263.9% | $6,690+131.7% |
| Admin fee / account holder | $0 | $8,383-100.0% | $6,421-100.0% | $13,392-100.0% |