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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 | $174,210 | $96,678+80.2% | $86,640+101.1% | $139,466+24.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 6.52% | 106.69%-100.2pp | 592.52%-586.0pp | 373.66%-367.1pp |
| Employer contribution / active EE | $1,522 | $3,265-53.4% | $3,024-49.7% | $4,754-68.0% |
| Participant deferral / active EE | $2,199 | $4,837-54.5% | $4,438-50.5% | $6,712-67.2% |
| Admin fee / account holder | $135 | $6,410-97.9% | $5,616-97.6% | $11,409-98.8% |