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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 | $30,270 | $88,702-65.9% | $81,780-63.0% | $145,978-79.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 4.86% | 1029.12%-1024.3pp | 776.27%-771.4pp | 550.52%-545.7pp |
| Employer contribution / active EE | $2,586 | $3,084-16.1% | $2,914-11.2% | $4,662-44.5% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $97 | $8,414-98.9% | $7,384-98.7% | $13,400-99.3% |