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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 | $88,815-54.9% | $81,882-51.1% | $145,897-72.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 6.50% | 1033.75%-1027.2pp | 779.47%-773.0pp | 552.29%-545.8pp |
| Employer contribution / active EE | $6,620 | $3,086+114.5% | $2,916+127.0% | $4,663+42.0% |
| Participant deferral / active EE | $12,124 | $4,647+160.9% | $4,323+180.4% | $6,689+81.2% |
| Admin fee / account holder | $265 | $8,434-96.9% | $7,360-96.4% | $13,390-98.0% |