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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 | $64,755 | $157,296-58.8% | $141,191-54.1% | $152,897-57.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 6.51% | 64.34%-57.8pp | 71.41%-64.9pp | 345.43%-338.9pp |
| Employer contribution / active EE | $2,248 | $5,262-57.3% | $4,736-52.5% | $4,764-52.8% |
| Participant deferral / active EE | $9,326 | $7,111+31.2% | $6,710+39.0% | $5,851+59.4% |
| Admin fee / account holder | $275 | $12,125-97.7% | $10,264-97.3% | $11,599-97.6% |