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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 | $4,635 | $76,519-93.9% | $56,025-91.7% | $145,897-96.8% |
| Participation rate | 72.7% | 63.2%+9.5pp | 52.5%+20.2pp | 80.3%-7.6pp |
| Annual return | 4.99% | 3017.03%-3012.0pp | 1712.69%-1707.7pp | 552.29%-547.3pp |
| Employer contribution / active EE | $1,150 | $1,383-16.8% | $1,042+10.4% | $4,663-75.3% |
| Participant deferral / active EE | $1,920 | $2,624-26.8% | $1,955-1.8% | $6,689-71.3% |
| Admin fee / account holder | $69 | $3,331-97.9% | $2,828-97.6% | $13,390-99.5% |