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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 | $64,018 | $88,815-27.9% | $81,882-21.8% | $145,897-56.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.26% | 1033.75%-1026.5pp | 779.47%-772.2pp | 552.29%-545.0pp |
| Employer contribution / active EE | $6,780 | $3,086+119.7% | $2,916+132.5% | $4,663+45.4% |
| Participant deferral / active EE | $1,050 | $4,647-77.4% | $4,323-75.7% | $6,689-84.3% |
| Admin fee / account holder | $173 | $8,434-98.0% | $7,360-97.7% | $13,390-98.7% |