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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 | $73,084 | $226,090-67.7% | $182,531-60.0% | $152,885-52.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 1.49% | 192.57%-191.1pp | 148.57%-147.1pp | 345.39%-343.9pp |
| Employer contribution / active EE | $7,500 | $4,978+50.7% | $4,075+84.0% | $4,763+57.5% |
| Participant deferral / active EE | $0 | $6,369-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $47 | $10,705-99.6% | $8,593-99.5% | $11,598-99.6% |