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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 | $86,623 | $102,393-15.4% | $147,041-41.1% | $80,911+7.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 9.65% | 134.95%-125.3pp | 419.21%-409.6pp | 35.63%-26.0pp |
| Employer contribution / active EE | $1,752 | $3,715-52.8% | $4,935-64.5% | $2,756-36.4% |
| Participant deferral / active EE | $0 | $6,647-100.0% | $8,071-100.0% | $4,297-100.0% |
| Admin fee / account holder | $22 | $7,943-99.7% | $13,006-99.8% | $6,935-99.7% |