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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 | $30,901 | $104,924-70.5% | $84,623-63.5% | $152,885-79.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 6.98% | 373.82%-366.8pp | 258.77%-251.8pp | 345.39%-338.4pp |
| Employer contribution / active EE | $9,350 | $3,302+183.2% | $2,652+252.5% | $4,763+96.3% |
| Participant deferral / active EE | $9,040 | $4,689+92.8% | $3,899+131.8% | $5,851+54.5% |
| Admin fee / account holder | $191 | $6,242-96.9% | $4,913-96.1% | $11,598-98.4% |