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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 | $28,137 | $68,097-58.7% | $62,929-55.3% | $137,256-79.5% |
| Participation rate | 80.0% | 77.4%+2.6pp | 73.1%+6.9pp | 80.0%0pp |
| Annual return | 4.97% | 1859.11%-1854.1pp | 1063.93%-1059.0pp | 220.34%-215.4pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,080 | $4,553+11.6% | $3,888+30.7% | $6,407-20.7% |
| Admin fee / account holder | $69 | $6,521-98.9% | $5,065-98.6% | $12,270-99.4% |