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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 | $17,755 | $160,028-88.9% | $147,080-87.9% | $145,884-87.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.05% | 98.60%-94.5pp | 420.17%-416.1pp | 551.85%-547.8pp |
| Employer contribution / active EE | $4,992 | $5,286-5.6% | $4,933+1.2% | $4,662+7.1% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $92 | $15,030-99.4% | $12,989-99.3% | $13,392-99.3% |