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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 | $16,122 | $88,702-81.8% | $81,780-80.3% | $145,978-89.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 0.99% | 1029.12%-1028.1pp | 776.27%-775.3pp | 550.52%-549.5pp |
| Employer contribution / active EE | $3,099 | $3,084+0.5% | $2,914+6.4% | $4,662-33.5% |
| Participant deferral / active EE | $1,250 | $4,645-73.1% | $4,321-71.1% | $6,690-81.3% |
| Admin fee / account holder | $0 | $8,414-100.0% | $7,384-100.0% | $13,400-100.0% |