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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 | $88,778-54.9% | $81,844-51.0% | $145,884-72.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 6.50% | 1033.03%-1026.5pp | 778.87%-772.4pp | 551.85%-545.3pp |
| Employer contribution / active EE | $6,620 | $3,087+114.4% | $2,916+127.0% | $4,662+42.0% |
| Participant deferral / active EE | $12,124 | $4,648+160.8% | $4,323+180.4% | $6,690+81.2% |
| Admin fee / account holder | $265 | $8,430-96.9% | $7,355-96.4% | $13,392-98.0% |