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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 | $65,697 | $58,234+12.8% | $81,783-19.7% | $80,874-18.8% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 6.59% | 41.70%-35.1pp | 775.05%-768.5pp | 35.62%-29.0pp |
| Employer contribution / active EE | $2,164 | $2,341-7.6% | $2,913-25.7% | $2,756-21.5% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,320-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $4,982-100.0% | $7,380-100.0% | $6,935-100.0% |