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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 | $198,908 | $88,710+124.2% | $81,783+143.2% | $145,959+36.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 6.08% | 1027.26%-1021.2pp | 775.05%-769.0pp | 561.95%-555.9pp |
| Employer contribution / active EE | $1,472 | $3,083-52.3% | $2,913-49.5% | $4,661-68.4% |
| Participant deferral / active EE | $12,600 | $4,645+171.3% | $4,320+191.6% | $6,689+88.4% |
| Admin fee / account holder | $20 | $8,407-99.8% | $7,380-99.7% | $13,398-99.9% |