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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 | $5,422 | $88,778-93.9% | $81,844-93.4% | $145,884-96.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 5.28% | 1033.03%-1027.8pp | 778.87%-773.6pp | 551.85%-546.6pp |
| Employer contribution / active EE | $676 | $3,087-78.1% | $2,916-76.8% | $4,662-85.5% |
| Participant deferral / active EE | $676 | $4,648-85.5% | $4,323-84.4% | $6,690-89.9% |
| Admin fee / account holder | $28 | $8,430-99.7% | $7,355-99.6% | $13,392-99.8% |