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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 | $43,677 | $124,175-64.8% | $108,405-59.7% | $167,536-73.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 6.22% | 1380.13%-1373.9pp | 905.55%-899.3pp | 478.82%-472.6pp |
| Employer contribution / active EE | $11,000 | $4,188+162.7% | $3,559+209.1% | $4,839+127.3% |
| Participant deferral / active EE | $12,000 | $6,908+73.7% | $6,563+82.8% | $6,342+89.2% |
| Admin fee / account holder | $100 | $9,457-98.9% | $7,297-98.6% | $12,315-99.2% |