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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 | $70,121-59.9% | $63,803-55.9% | $138,895-79.7% |
| Participation rate | 80.0% | 77.2%+2.8pp | 72.7%+7.3pp | 79.9%+0.1pp |
| Annual return | 4.97% | 946.48%-941.5pp | 543.72%-538.7pp | 145.39%-140.4pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,080 | $4,535+12.0% | $3,843+32.2% | $6,396-20.6% |
| Admin fee / account holder | $69 | $6,738-99.0% | $5,196-98.7% | $12,562-99.4% |