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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 | $118,152 | $88,815+33.0% | $81,882+44.3% | $145,897-19.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 6.72% | 1033.75%-1027.0pp | 779.47%-772.8pp | 552.29%-545.6pp |
| Employer contribution / active EE | $6,485 | $3,086+110.1% | $2,916+122.4% | $4,663+39.1% |
| Participant deferral / active EE | $8,429 | $4,647+81.4% | $4,323+95.0% | $6,689+26.0% |
| Admin fee / account holder | $271 | $8,434-96.8% | $7,360-96.3% | $13,390-98.0% |