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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 | $30,573 | $88,710-65.5% | $81,783-62.6% | $145,959-79.1% |
| Participation rate | 72.2% | 75.0%-2.8pp | 72.4%-0.1pp | 80.3%-8.1pp |
| Annual return | 9.39% | 1027.26%-1017.9pp | 775.05%-765.7pp | 561.95%-552.6pp |
| Employer contribution / active EE | $868 | $3,083-71.8% | $2,913-70.2% | $4,661-81.4% |
| Participant deferral / active EE | $2,046 | $4,645-55.9% | $4,320-52.6% | $6,689-69.4% |
| Admin fee / account holder | $19 | $8,407-99.8% | $7,380-99.7% | $13,398-99.9% |