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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 | $39,997 | $72,071-44.5% | $68,368-41.5% | $137,256-70.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 11.20% | 353.14%-341.9pp | 292.57%-281.4pp | 220.34%-209.1pp |
| Employer contribution / active EE | $742 | $2,788-73.4% | $2,649-72.0% | $4,156-82.2% |
| Participant deferral / active EE | $2,284 | $4,410-48.2% | $4,123-44.6% | $6,407-64.3% |
| Admin fee / account holder | $15 | $5,336-99.7% | $5,150-99.7% | $12,270-99.9% |