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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 | $27,199 | $100,911-73.0% | $90,440-69.9% | $158,966-82.9% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.7%-2.7pp | 82.0%-12.0pp |
| Annual return | 1.53% | 1726.62%-1725.1pp | 1294.38%-1292.9pp | 302.95%-301.4pp |
| Employer contribution / active EE | $513 | $3,690-86.1% | $3,263-84.3% | $4,762-89.2% |
| Participant deferral / active EE | $2,678 | $4,348-38.4% | $3,964-32.4% | $5,983-55.2% |
| Admin fee / account holder | $0 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |