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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 | $23,686 | $176,105-86.6% | $159,474-85.1% | $167,536-85.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 7.93% | 331.91%-324.0pp | 263.68%-255.7pp | 478.82%-470.9pp |
| Employer contribution / active EE | $3,320 | $5,299-37.3% | $4,831-31.3% | $4,839-31.4% |
| Participant deferral / active EE | $9,994 | $7,751+28.9% | $7,353+35.9% | $6,342+57.6% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |