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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 | $88,659 | $165,361-46.4% | $149,715-40.8% | $158,950-44.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.62% | 348.24%-342.6pp | 276.66%-271.0pp | 302.91%-297.3pp |
| Employer contribution / active EE | $4,111 | $5,103-19.5% | $4,645-11.5% | $4,762-13.7% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,842-100.0% | $5,983-100.0% |
| Admin fee / account holder | $102 | $10,808-99.1% | $9,310-98.9% | $11,248-99.1% |