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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 | $23,318 | $148,623-84.3% | $135,974-82.9% | $139,466-83.3% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 11.18% | 79.30%-68.1pp | 68.30%-57.1pp | 373.66%-362.5pp |
| Employer contribution / active EE | $5,811 | $5,246+10.8% | $4,859+19.6% | $4,754+22.2% |
| Participant deferral / active EE | $3,488 | $8,103-56.9% | $7,760-55.0% | $6,712-48.0% |
| Admin fee / account holder | $20 | $12,406-99.8% | $10,767-99.8% | $11,409-99.8% |