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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 | $88,710-27.8% | $81,783-21.7% | $145,959-56.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.26% | 1027.26%-1020.0pp | 775.05%-767.8pp | 561.95%-554.7pp |
| Employer contribution / active EE | $6,780 | $3,083+119.9% | $2,913+132.8% | $4,661+45.5% |
| Participant deferral / active EE | $1,050 | $4,645-77.4% | $4,320-75.7% | $6,689-84.3% |
| Admin fee / account holder | $173 | $8,407-97.9% | $7,380-97.7% | $13,398-98.7% |