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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 | $88,702-54.8% | $81,780-51.0% | $145,978-72.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 6.50% | 1029.12%-1022.6pp | 776.27%-769.8pp | 550.52%-544.0pp |
| Employer contribution / active EE | $6,620 | $3,084+114.6% | $2,914+127.2% | $4,662+42.0% |
| Participant deferral / active EE | $12,124 | $4,645+161.0% | $4,321+180.6% | $6,690+81.2% |
| Admin fee / account holder | $265 | $8,414-96.9% | $7,384-96.4% | $13,400-98.0% |