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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 | $28,970 | $106,008-72.7% | $92,240-68.6% | $147,586-80.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 8.02% | 50.05%-42.0pp | 176.29%-168.3pp | 578.59%-570.6pp |
| Employer contribution / active EE | $7,826 | $4,333+80.6% | $3,680+112.7% | $4,876+60.5% |
| Participant deferral / active EE | $8,939 | $4,478+99.6% | $3,897+129.4% | $5,439+64.4% |
| Admin fee / account holder | $154 | $6,333-97.6% | $5,194-97.0% | $10,886-98.6% |