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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 | $67,406 | $183,516-63.3% | $155,534-56.7% | $145,884-53.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.43% | 61.43%-55.0pp | 64.92%-58.5pp | 551.85%-545.4pp |
| Employer contribution / active EE | $2,000 | $5,315-62.4% | $4,675-57.2% | $4,662-57.1% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $234 | $19,293-98.8% | $15,900-98.5% | $13,392-98.3% |