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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 | $40,078 | $88,754-54.8% | $81,820-51.0% | $145,877-72.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 6.50% | 1031.77%-1025.3pp | 777.93%-771.4pp | 551.28%-544.8pp |
| Employer contribution / active EE | $6,620 | $3,085+114.6% | $2,915+127.1% | $4,663+42.0% |
| Participant deferral / active EE | $12,124 | $4,648+160.9% | $4,323+180.5% | $6,691+81.2% |
| Admin fee / account holder | $265 | $8,424-96.9% | $7,391-96.4% | $13,402-98.0% |