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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 | $88,980 | $100,895-11.8% | $90,430-1.6% | $158,950-44.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 2.36% | 1725.54%-1723.2pp | 1293.73%-1291.4pp | 302.91%-300.6pp |
| Employer contribution / active EE | $7,111 | $3,689+92.8% | $3,262+118.0% | $4,762+49.3% |
| Participant deferral / active EE | $3,149 | $4,347-27.6% | $3,963-20.5% | $5,983-47.4% |
| Admin fee / account holder | $0 | $6,505-100.0% | $5,613-100.0% | $11,248-100.0% |