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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 | $31,240 | $156,927-80.1% | $121,169-74.2% | $139,456-77.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 5.28% | 1475.85%-1470.6pp | 986.71%-981.4pp | 373.45%-368.2pp |
| Employer contribution / active EE | $1,126 | $5,542-79.7% | $4,168-73.0% | $4,753-76.3% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,083-100.0% | $6,711-100.0% |
| Admin fee / account holder | $149 | $6,946-97.9% | $5,645-97.4% | $11,407-98.7% |