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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 | $70,417 | $202,342-65.2% | $172,753-59.2% | $152,909-53.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 5.87% | 1029.88%-1024.0pp | 803.00%-797.1pp | 345.46%-339.6pp |
| Employer contribution / active EE | $5,060 | $5,857-13.6% | $5,144-1.6% | $4,764+6.2% |
| Participant deferral / active EE | $4,637 | $5,948-22.0% | $5,198-10.8% | $5,851-20.8% |
| Admin fee / account holder | $113 | $17,112-99.3% | $13,956-99.2% | $11,601-99.0% |