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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 | $56,916 | $104,953-45.8% | $84,637-32.8% | $152,909-62.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 3.51% | 373.94%-370.4pp | 258.82%-255.3pp | 345.46%-342.0pp |
| Employer contribution / active EE | $6,448 | $3,304+95.2% | $2,653+143.0% | $4,764+35.4% |
| Participant deferral / active EE | $12,636 | $4,691+169.4% | $3,900+224.0% | $5,851+115.9% |
| Admin fee / account holder | $20 | $6,244-99.7% | $4,914-99.6% | $11,601-99.8% |