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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 | $40,519 | $160,070-74.7% | $147,117-72.5% | $145,897-72.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.75% | 98.69%-91.9pp | 420.54%-413.8pp | 552.29%-545.5pp |
| Employer contribution / active EE | $1,827 | $5,285-65.4% | $4,932-63.0% | $4,663-60.8% |
| Participant deferral / active EE | $7,261 | $8,419-13.8% | $8,065-10.0% | $6,689+8.5% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |