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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 | $25,941 | $107,353-75.8% | $92,903-72.1% | $152,885-83.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 5.84% | 145.62%-139.8pp | 109.43%-103.6pp | 345.39%-339.5pp |
| Employer contribution / active EE | $3,828 | $4,222-9.3% | $3,653+4.8% | $4,763-19.6% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $161 | $7,081-97.7% | $5,795-97.2% | $11,598-98.6% |