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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 | $54,054 | $217,432-75.1% | $185,849-70.9% | $167,536-67.7% |
| Participation rate | 93.3% | 86.1%+7.3pp | 81.7%+11.6pp | 82.1%+11.2pp |
| Annual return | 3.72% | 148.42%-144.7pp | 122.10%-118.4pp | 478.82%-475.1pp |
| Employer contribution / active EE | $2,785 | $5,875-52.6% | $5,169-46.1% | $4,839-42.5% |
| Participant deferral / active EE | $7,610 | $6,357+19.7% | $5,569+36.7% | $6,342+20.0% |
| Admin fee / account holder | $43 | $19,818-99.8% | $16,244-99.7% | $12,315-99.6% |