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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 | $8,186 | $88,702-90.8% | $81,780-90.0% | $145,978-94.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 3.70% | 1029.12%-1025.4pp | 776.27%-772.6pp | 550.52%-546.8pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,576 | $4,645-66.1% | $4,321-63.5% | $6,690-76.4% |
| Admin fee / account holder | $101 | $8,414-98.8% | $7,384-98.6% | $13,400-99.2% |