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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 | $91,213 | $175,259-48.0% | $149,723-39.1% | $139,487-34.6% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 4.27% | 166.82%-162.6pp | 134.50%-130.2pp | 373.84%-369.6pp |
| Employer contribution / active EE | $1,550 | $5,478-71.7% | $4,821-67.9% | $4,755-67.4% |
| Participant deferral / active EE | $7,500 | $6,522+15.0% | $5,682+32.0% | $6,713+11.7% |
| Admin fee / account holder | $31 | $16,158-99.8% | $13,215-99.8% | $11,407-99.7% |