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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 | $21,337 | $72,071-70.4% | $68,368-68.8% | $137,256-84.5% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.0%-8.5pp |
| Annual return | -0.40% | 353.14%-353.5pp | 292.57%-293.0pp | 220.34%-220.7pp |
| Employer contribution / active EE | $488 | $2,788-82.5% | $2,649-81.6% | $4,156-88.3% |
| Participant deferral / active EE | $7,113 | $4,410+61.3% | $4,123+72.5% | $6,407+11.0% |
| Admin fee / account holder | $43 | $5,336-99.2% | $5,150-99.2% | $12,270-99.6% |