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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 | $88,702+33.2% | $81,780+44.5% | $145,978-19.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 6.72% | 1029.12%-1022.4pp | 776.27%-769.5pp | 550.52%-543.8pp |
| Employer contribution / active EE | $6,485 | $3,084+110.3% | $2,914+122.6% | $4,662+39.1% |
| Participant deferral / active EE | $8,429 | $4,645+81.5% | $4,321+95.1% | $6,690+26.0% |
| Admin fee / account holder | $271 | $8,414-96.8% | $7,384-96.3% | $13,400-98.0% |