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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 | $32,567 | $76,608-57.5% | $56,077-41.9% | $145,877-77.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 3009.59%-3009.6pp | 1709.28%-1709.3pp | 551.28%-551.3pp |
| Employer contribution / active EE | $526 | $1,382-62.0% | $1,040-49.5% | $4,663-88.7% |
| Participant deferral / active EE | $1,724 | $2,624-34.3% | $1,954-11.8% | $6,691-74.2% |
| Admin fee / account holder | $0 | $3,325-100.0% | $2,825-100.0% | $13,402-100.0% |