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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 | $102,520 | $88,778+15.5% | $81,844+25.3% | $145,884-29.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.78% | 1033.03%-1024.2pp | 778.87%-770.1pp | 551.85%-543.1pp |
| Employer contribution / active EE | $1,582 | $3,087-48.8% | $2,916-45.8% | $4,662-66.1% |
| Participant deferral / active EE | $18,434 | $4,648+296.6% | $4,323+326.4% | $6,690+175.6% |
| Admin fee / account holder | $120 | $8,430-98.6% | $7,355-98.4% | $13,392-99.1% |