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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 | $46,469 | $165,399-71.9% | $149,745-69.0% | $158,982-70.8% |
| Participation rate | 72.7% | 84.6%-11.8pp | 82.5%-9.8pp | 82.0%-9.2pp |
| Annual return | 1.05% | 348.34%-347.3pp | 276.72%-275.7pp | 302.99%-301.9pp |
| Employer contribution / active EE | $1,492 | $5,105-70.8% | $4,646-67.9% | $4,763-68.7% |
| Participant deferral / active EE | $4,573 | $7,183-36.3% | $6,843-33.2% | $5,983-23.6% |
| Admin fee / account holder | $117 | $10,811-98.9% | $9,312-98.7% | $11,252-99.0% |