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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 | $15,320 | $100,868-84.8% | $90,414-83.1% | $158,931-90.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 3.72% | 1724.58%-1720.9pp | 1293.19%-1289.5pp | 302.86%-299.1pp |
| Employer contribution / active EE | $3,825 | $3,689+3.7% | $3,262+17.2% | $4,761-19.7% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,963-100.0% | $5,982-100.0% |
| Admin fee / account holder | $219 | $6,502-96.6% | $5,611-96.1% | $11,247-98.0% |