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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 | $96,630+80.3% | $86,605+101.2% | $139,427+25.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 6.40% | 106.48%-100.1pp | 591.39%-585.0pp | 373.27%-366.9pp |
| Employer contribution / active EE | $1,229 | $3,264-62.3% | $3,023-59.3% | $4,752-74.1% |
| Participant deferral / active EE | $12,600 | $4,836+160.6% | $4,438+183.9% | $6,711+87.8% |
| Admin fee / account holder | $20 | $6,405-99.7% | $5,611-99.6% | $11,404-99.8% |