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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 | $47,389 | $155,840-69.6% | $124,694-62.0% | $167,553-71.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 6.62% | 17.98%-11.4pp | 5144.82%-5138.2pp | 478.89%-472.3pp |
| Employer contribution / active EE | $5,174 | $4,165+24.2% | $3,325+55.6% | $4,840+6.9% |
| Participant deferral / active EE | $6,500 | $5,675+14.5% | $4,615+40.8% | $6,343+2.5% |
| Admin fee / account holder | $0 | $9,536-100.0% | $7,495-100.0% | $12,316-100.0% |