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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 | $36,382 | $70,121-48.1% | $63,803-43.0% | $138,895-73.8% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 9.11% | 946.48%-937.4pp | 543.72%-534.6pp | 145.39%-136.3pp |
| Employer contribution / active EE | $5,207 | $2,882+80.7% | $2,532+105.6% | $4,194+24.1% |
| Participant deferral / active EE | $2,635 | $4,535-41.9% | $3,843-31.4% | $6,396-58.8% |
| Admin fee / account holder | $0 | $6,738-100.0% | $5,196-100.0% | $12,562-100.0% |