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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 | $40,529 | $100,139-59.5% | $85,187-52.4% | $145,884-72.2% |
| Participation rate | 71.4% | 74.1%-2.7pp | 67.5%+3.9pp | 80.3%-8.9pp |
| Annual return | 7.98% | 84.15%-76.2pp | 66.67%-58.7pp | 551.85%-543.9pp |
| Employer contribution / active EE | $9,873 | $3,238+204.9% | $2,732+261.3% | $4,662+111.8% |
| Participant deferral / active EE | $4,357 | $5,296-17.7% | $4,525-3.7% | $6,690-34.9% |
| Admin fee / account holder | $213 | $7,262-97.1% | $6,162-96.5% | $13,392-98.4% |