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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 | $43,972 | $105,856-58.5% | $90,161-51.2% | $147,586-70.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 0.06% | 37.63%-37.6pp | 34.89%-34.8pp | 578.59%-578.5pp |
| Employer contribution / active EE | $1,956 | $4,126-52.6% | $3,318-41.0% | $4,876-59.9% |
| Participant deferral / active EE | $14,000 | $5,733+144.2% | $5,287+164.8% | $5,439+157.4% |
| Admin fee / account holder | $3 | $8,046-100.0% | $5,943-99.9% | $10,886-100.0% |