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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 | $77,335 | $103,393-25.2% | $87,103-11.2% | $152,909-49.4% |
| Participation rate | 90.5% | 79.4%+11.1pp | 76.9%+13.6pp | 82.5%+8.0pp |
| Annual return | 4.18% | 28.10%-23.9pp | 28.19%-24.0pp | 345.46%-341.3pp |
| Employer contribution / active EE | $816 | $3,221-74.7% | $2,521-67.7% | $4,764-82.9% |
| Participant deferral / active EE | $2,176 | $4,778-54.5% | $4,049-46.3% | $5,851-62.8% |
| Admin fee / account holder | $92 | $12,195-99.2% | $7,491-98.8% | $11,601-99.2% |