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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 | $64,407 | $118,496-45.6% | $98,461-34.6% | $139,466-53.8% |
| Participation rate | 73.3% | 77.5%-4.1pp | 75.2%-1.8pp | 80.3%-7.0pp |
| Annual return | 7.92% | 18.96%-11.0pp | 21.17%-13.3pp | 373.66%-365.7pp |
| Employer contribution / active EE | $1,862 | $3,611-48.4% | $3,049-38.9% | $4,754-60.8% |
| Participant deferral / active EE | $5,423 | $5,393+0.6% | $4,738+14.4% | $6,712-19.2% |
| Admin fee / account holder | $195 | $14,056-98.6% | $8,961-97.8% | $11,409-98.3% |