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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 | $10,676 | $88,778-88.0% | $81,844-87.0% | $145,884-92.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.25% | 1033.03%-1025.8pp | 778.87%-771.6pp | 551.85%-544.6pp |
| Employer contribution / active EE | $526 | $3,087-83.0% | $2,916-82.0% | $4,662-88.7% |
| Participant deferral / active EE | $803 | $4,648-82.7% | $4,323-81.4% | $6,690-88.0% |
| Admin fee / account holder | $148 | $8,430-98.2% | $7,355-98.0% | $13,392-98.9% |