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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 | $22,295 | $88,710-74.9% | $81,783-72.7% | $145,959-84.7% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.4%+9.5pp | 80.3%+1.5pp |
| Annual return | 8.20% | 1027.26%-1019.1pp | 775.05%-766.8pp | 561.95%-553.7pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,320-100.0% | $6,689-100.0% |
| Admin fee / account holder | $239 | $8,407-97.2% | $7,380-96.8% | $13,398-98.2% |