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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 | $18,287 | $183,592-90.0% | $155,574-88.2% | $145,877-87.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 0.24% | 61.37%-61.1pp | 64.87%-64.6pp | 551.28%-551.0pp |
| Employer contribution / active EE | $1,190 | $5,317-77.6% | $4,676-74.6% | $4,663-74.5% |
| Participant deferral / active EE | $15,250 | $6,466+135.8% | $5,629+170.9% | $6,691+127.9% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |