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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 | $177,874 | $76,634+132.1% | $56,054+217.3% | $145,978+21.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 0.74% | 3004.33%-3003.6pp | 1705.95%-1705.2pp | 550.52%-549.8pp |
| Employer contribution / active EE | $375 | $1,380-72.8% | $1,039-63.9% | $4,662-92.0% |
| Participant deferral / active EE | $1,231 | $2,622-53.1% | $1,952-37.0% | $6,690-81.6% |
| Admin fee / account holder | $0 | $3,321-100.0% | $2,822-100.0% | $13,400-100.0% |