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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 | $49,613 | $96,643-48.7% | $86,617-42.7% | $139,456-64.4% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 4.45% | 106.57%-102.1pp | 591.91%-587.5pp | 373.45%-369.0pp |
| Employer contribution / active EE | $833 | $3,264-74.5% | $3,023-72.4% | $4,753-82.5% |
| Participant deferral / active EE | $0 | $4,835-100.0% | $4,437-100.0% | $6,711-100.0% |
| Admin fee / account holder | $300 | $6,406-95.3% | $5,613-94.7% | $11,407-97.4% |