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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 | $27,878 | $183,516-84.8% | $155,534-82.1% | $145,884-80.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.93% | 61.43%-54.5pp | 64.92%-58.0pp | 551.85%-544.9pp |
| Employer contribution / active EE | $1,458 | $5,315-72.6% | $4,675-68.8% | $4,662-68.7% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $242 | $19,293-98.7% | $15,900-98.5% | $13,392-98.2% |