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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 | $34,460 | $160,070-78.5% | $147,117-76.6% | $145,897-76.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 2.10% | 98.69%-96.6pp | 420.54%-418.4pp | 552.29%-550.2pp |
| Employer contribution / active EE | $11,695 | $5,285+121.3% | $4,932+137.1% | $4,663+150.8% |
| Participant deferral / active EE | $18,240 | $8,419+116.6% | $8,065+126.2% | $6,689+172.7% |
| Admin fee / account holder | $25 | $15,035-99.8% | $12,993-99.8% | $13,390-99.8% |