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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 | $12,499 | $108,897-88.5% | $100,378-87.5% | $145,877-91.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 3.16% | 58.17%-55.0pp | 49.41%-46.3pp | 551.28%-548.1pp |
| Employer contribution / active EE | $1,959 | $4,420-55.7% | $3,942-50.3% | $4,663-58.0% |
| Participant deferral / active EE | $2,475 | $8,455-70.7% | $8,087-69.4% | $6,691-63.0% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,899-100.0% | $13,402-100.0% |