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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 | $42,327 | $135,956-68.9% | $123,894-65.8% | $273,972-84.6% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 1.75% | 56.63%-54.9pp | 47.52%-45.8pp | 41.46%-39.7pp |
| Employer contribution / active EE | $1,371 | $5,170-73.5% | $4,617-70.3% | $4,869-71.8% |
| Participant deferral / active EE | $5,282 | $6,343-16.7% | $5,984-11.7% | $5,287-0.1% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |