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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 | $22,919 | $183,592-87.5% | $155,574-85.3% | $145,877-84.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 0.00% | 61.37%-61.4pp | 64.87%-64.9pp | 551.28%-551.3pp |
| Employer contribution / active EE | $4,243 | $5,317-20.2% | $4,676-9.3% | $4,663-9.0% |
| Participant deferral / active EE | $3,000 | $6,466-53.6% | $5,629-46.7% | $6,691-55.2% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |