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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 | $22,981 | $124,351-81.5% | $109,188-79.0% | $167,553-86.3% |
| Participation rate | 70.0% | 79.4%-9.4pp | 75.9%-5.9pp | 82.1%-12.1pp |
| Annual return | 9.24% | 26.04%-16.8pp | 25.76%-16.5pp | 478.89%-469.6pp |
| Employer contribution / active EE | $1,523 | $4,210-63.8% | $3,723-59.1% | $4,840-68.5% |
| Participant deferral / active EE | $4,008 | $5,257-23.8% | $4,654-13.9% | $6,343-36.8% |
| Admin fee / account holder | $289 | $7,975-96.4% | $6,755-95.7% | $12,316-97.7% |