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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 | $24,459 | $160,040-84.7% | $147,096-83.4% | $145,877-83.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 0.11% | 98.49%-98.4pp | 419.75%-419.6pp | 551.28%-551.2pp |
| Employer contribution / active EE | $1,567 | $5,289-70.4% | $4,936-68.3% | $4,663-66.4% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $156 | $15,050-99.0% | $13,005-98.8% | $13,402-98.8% |