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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 | $26,801 | $90,530-70.4% | $76,030-64.7% | $145,897-81.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 7.13% | 625.08%-618.0pp | 361.54%-354.4pp | 552.29%-545.2pp |
| Employer contribution / active EE | $4,430 | $3,319+33.5% | $2,688+64.8% | $4,663-5.0% |
| Participant deferral / active EE | $7,643 | $5,164+48.0% | $4,257+79.5% | $6,689+14.3% |
| Admin fee / account holder | $221 | $8,383-97.4% | $6,421-96.6% | $13,390-98.3% |