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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 | $174,237 | $96,691+80.2% | $86,656+101.1% | $139,487+24.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 6.40% | 106.87%-100.5pp | 593.09%-586.7pp | 373.84%-367.4pp |
| Employer contribution / active EE | $1,229 | $3,267-62.4% | $3,025-59.4% | $4,755-74.2% |
| Participant deferral / active EE | $12,600 | $4,838+160.5% | $4,439+183.8% | $6,713+87.7% |
| Admin fee / account holder | $20 | $6,414-99.7% | $5,619-99.6% | $11,407-99.8% |