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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 | $40,661 | $171,867-76.3% | $149,721-72.8% | $147,586-72.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 8.98% | 2113.36%-2104.4pp | 1501.67%-1492.7pp | 578.59%-569.6pp |
| Employer contribution / active EE | $1,971 | $6,275-68.6% | $5,444-63.8% | $4,876-59.6% |
| Participant deferral / active EE | $3,816 | $7,270-47.5% | $6,568-41.9% | $5,439-29.8% |
| Admin fee / account holder | $81 | $13,799-99.4% | $11,282-99.3% | $10,886-99.3% |