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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 | $84,800 | $69,118+22.7% | $53,647+58.1% | $138,895-38.9% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 0.46% | 248.26%-247.8pp | 358.33%-357.9pp | 145.39%-144.9pp |
| Employer contribution / active EE | $1,897 | $1,189+59.5% | $962+97.2% | $4,194-54.8% |
| Participant deferral / active EE | $6,620 | $2,274+191.1% | $1,813+265.1% | $6,396+3.5% |
| Admin fee / account holder | $0 | $2,724-100.0% | $2,460-100.0% | $12,562-100.0% |