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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 | $12,297 | $90,530-86.4% | $76,030-83.8% | $145,897-91.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 6.03% | 625.08%-619.1pp | 361.54%-355.5pp | 552.29%-546.3pp |
| Employer contribution / active EE | $2,031 | $3,319-38.8% | $2,688-24.4% | $4,663-56.4% |
| Participant deferral / active EE | $5,089 | $5,164-1.5% | $4,257+19.5% | $6,689-23.9% |
| Admin fee / account holder | $0 | $8,383-100.0% | $6,421-100.0% | $13,390-100.0% |