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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 | $56,496 | $60,139-6.1% | $90,461-37.5% | $79,856-29.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 6.31% | 71.96%-65.6pp | 1294.76%-1288.4pp | 31.71%-25.4pp |
| Employer contribution / active EE | $4,045 | $2,069+95.5% | $3,264+23.9% | $2,471+63.7% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,741-100.0% |
| Admin fee / account holder | $137 | $3,978-96.6% | $5,617-97.6% | $5,306-97.4% |