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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 | $89,292 | $108,882-18.0% | $96,754-7.7% | $154,746-42.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 0.40% | 98.39%-98.0pp | 82.04%-81.6pp | 172.34%-171.9pp |
| Employer contribution / active EE | $900 | $3,018-70.2% | $2,679-66.4% | $4,379-79.4% |
| Participant deferral / active EE | $0 | $5,323-100.0% | $4,758-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $10,200-100.0% | $8,905-100.0% | $14,365-100.0% |