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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 | $58,377 | $127,790-54.3% | $106,555-45.2% | $167,536-65.2% |
| Participation rate | 75.0% | 78.3%-3.3pp | 76.1%-1.1pp | 82.1%-7.1pp |
| Annual return | 7.65% | 33.88%-26.2pp | 26.80%-19.1pp | 478.82%-471.2pp |
| Employer contribution / active EE | $1,675 | $3,428-51.1% | $2,819-40.6% | $4,839-65.4% |
| Participant deferral / active EE | $7,019 | $5,088+37.9% | $4,399+59.6% | $6,342+10.7% |
| Admin fee / account holder | $52 | $11,229-99.5% | $7,408-99.3% | $12,315-99.6% |