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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 | $20,823 | $96,691-78.5% | $86,656-76.0% | $139,487-85.1% |
| Participation rate | 88.9% | 74.4%+14.5pp | 71.7%+17.2pp | 80.3%+8.6pp |
| Annual return | 5.46% | 106.87%-101.4pp | 593.09%-587.6pp | 373.84%-368.4pp |
| Employer contribution / active EE | $4,552 | $3,267+39.3% | $3,025+50.5% | $4,755-4.3% |
| Participant deferral / active EE | $1,454 | $4,838-69.9% | $4,439-67.2% | $6,713-78.3% |
| Admin fee / account holder | $13 | $6,414-99.8% | $5,619-99.8% | $11,407-99.9% |