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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 | $32,635 | $169,361-80.7% | $129,397-74.8% | $145,877-77.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 3.73% | 14395.54%-14391.8pp | 9453.98%-9450.3pp | 551.28%-547.6pp |
| Employer contribution / active EE | $8,088 | $5,542+46.0% | $4,154+94.7% | $4,663+73.5% |
| Participant deferral / active EE | $2,300 | $4,987-53.9% | $4,167-44.8% | $6,691-65.6% |
| Admin fee / account holder | $136 | $9,903-98.6% | $7,679-98.2% | $13,402-99.0% |