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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 | $86,281 | $99,031-12.9% | $86,597-0.4% | $147,585-41.5% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 0.36% | 1312.56%-1312.2pp | 964.96%-964.6pp | 578.57%-578.2pp |
| Employer contribution / active EE | $780 | $3,132-75.1% | $2,840-72.5% | $4,876-84.0% |
| Participant deferral / active EE | $6,250 | $3,972+57.3% | $3,609+73.2% | $5,439+14.9% |
| Admin fee / account holder | $0 | $5,711-100.0% | $4,906-100.0% | $10,885-100.0% |