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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 | $88,778+124.0% | $81,844+143.0% | $145,884+36.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 6.08% | 1033.03%-1026.9pp | 778.87%-772.8pp | 551.85%-545.8pp |
| Employer contribution / active EE | $1,472 | $3,087-52.3% | $2,916-49.5% | $4,662-68.4% |
| Participant deferral / active EE | $12,600 | $4,648+171.1% | $4,323+191.4% | $6,690+88.4% |
| Admin fee / account holder | $20 | $8,430-99.8% | $7,355-99.7% | $13,392-99.9% |