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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 | $65,045 | $96,419-32.5% | $80,648-19.3% | $139,487-53.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 6.80% | 1352.86%-1346.1pp | 937.21%-930.4pp | 373.84%-367.0pp |
| Employer contribution / active EE | $4,800 | $3,261+47.2% | $2,724+76.2% | $4,755+1.0% |
| Participant deferral / active EE | $28,125 | $5,225+438.2% | $4,443+533.0% | $6,713+319.0% |
| Admin fee / account holder | $140 | $6,605-97.9% | $5,382-97.4% | $11,407-98.8% |