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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 | $94,790 | $84,696+11.9% | $75,702+25.2% | $167,497-43.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 5.98% | 199.42%-193.4pp | 104.56%-98.6pp | 478.62%-472.6pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $19,500 | $4,580+325.8% | $3,822+410.2% | $6,341+207.5% |
| Admin fee / account holder | $0 | $5,356-100.0% | $3,619-100.0% | $12,310-100.0% |