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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 | $88,754+33.1% | $81,820+44.4% | $145,877-19.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 6.72% | 1031.77%-1025.0pp | 777.93%-771.2pp | 551.28%-544.6pp |
| Employer contribution / active EE | $6,485 | $3,085+110.2% | $2,915+122.5% | $4,663+39.1% |
| Participant deferral / active EE | $8,429 | $4,648+81.4% | $4,323+95.0% | $6,691+26.0% |
| Admin fee / account holder | $271 | $8,424-96.8% | $7,391-96.3% | $13,402-98.0% |