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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 | $38,291 | $159,978-76.1% | $147,041-74.0% | $145,978-73.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 3.05% | 98.36%-95.3pp | 419.21%-416.2pp | 550.52%-547.5pp |
| Employer contribution / active EE | $11,862 | $5,288+124.3% | $4,935+140.4% | $4,662+154.4% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,690-100.0% |
| Admin fee / account holder | $34 | $15,053-99.8% | $13,006-99.7% | $13,400-99.7% |