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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 | $28,654 | $73,518-61.0% | $63,003-54.5% | $147,585-80.6% |
| Participation rate | 77.8% | 77.9%-0.1pp | 74.8%+3.0pp | 82.8%-5.1pp |
| Annual return | 7.75% | 175.46%-167.7pp | 87.59%-79.8pp | 578.56%-570.8pp |
| Employer contribution / active EE | $2,262 | $3,322-31.9% | $2,760-18.0% | $4,876-53.6% |
| Participant deferral / active EE | $0 | $4,183-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $64 | $5,952-98.9% | $3,600-98.2% | $10,885-99.4% |