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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 | $45,342 | $160,040-71.7% | $147,096-69.2% | $145,877-68.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.64% | 98.49%-89.9pp | 419.75%-411.1pp | 551.28%-542.6pp |
| Employer contribution / active EE | $4,607 | $5,289-12.9% | $4,936-6.7% | $4,663-1.2% |
| Participant deferral / active EE | $6,688 | $8,429-20.7% | $8,071-17.1% | $6,6910% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |