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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 | $68,166 | $171,865-60.3% | $149,718-54.5% | $147,585-53.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 4.57% | 2113.29%-2108.7pp | 1501.67%-1497.1pp | 578.56%-574.0pp |
| Employer contribution / active EE | $9,000 | $6,275+43.4% | $5,445+65.3% | $4,876+84.6% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,569-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |