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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 | $40,537 | $162,529-75.1% | $130,788-69.0% | $154,746-73.8% |
| Participation rate | 76.9% | 75.9%+1.1pp | 70.1%+6.8pp | 80.7%-3.8pp |
| Annual return | 3.67% | 510.48%-506.8pp | 386.44%-382.8pp | 172.34%-168.7pp |
| Employer contribution / active EE | $1,993 | $4,447-55.2% | $3,558-44.0% | $4,379-54.5% |
| Participant deferral / active EE | $2,110 | $4,808-56.1% | $4,137-49.0% | $6,730-68.7% |
| Admin fee / account holder | $2 | $7,669-100.0% | $6,673-100.0% | $14,365-100.0% |