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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 | $8,588 | $111,535-92.3% | $105,223-91.8% | $137,256-93.7% |
| Participation rate | 82.4% | 78.1%+4.3pp | 75.0%+7.3pp | 80.0%+2.4pp |
| Annual return | 6.67% | 237.85%-231.2pp | 180.65%-174.0pp | 220.34%-213.7pp |
| Employer contribution / active EE | $1,176 | $3,939-70.1% | $3,689-68.1% | $4,156-71.7% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $78 | $9,721-99.2% | $8,859-99.1% | $12,270-99.4% |