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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 | $71,324 | $57,305+24.5% | $86,640-17.7% | $75,173-5.1% |
| Participation rate | 79.3% | 63.2%+16.1pp | 71.7%+7.6pp | 67.2%+12.1pp |
| Annual return | 10.10% | 2674.24%-2664.1pp | 592.52%-582.4pp | 160.72%-150.6pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,084 | $3,320+83.3% | $4,438+37.1% | $4,126+47.4% |
| Admin fee / account holder | $200 | $4,116-95.1% | $5,616-96.4% | $5,651-96.5% |