Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,206 | $176,130-74.3% | $159,495-71.7% | $167,560-73.0% |
| Participation rate | 0.0% | 85.0%-85.0pp | 82.8%-82.8pp | 82.1%-82.1pp |
| Annual return | 2.87% | 331.97%-329.1pp | 263.72%-260.9pp | 478.94%-476.1pp |
| Employer contribution / active EE | $0 | $5,300-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $12,562-100.0% | $10,804-100.0% | $12,317-100.0% |