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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 | $41,485 | $117,433-64.7% | $99,475-58.3% | $152,897-72.9% |
| Participation rate | 83.3% | 77.5%+5.8pp | 73.8%+9.5pp | 82.5%+0.9pp |
| Annual return | 2.45% | 31.87%-29.4pp | 30.72%-28.3pp | 345.43%-343.0pp |
| Employer contribution / active EE | $996 | $3,013-66.9% | $2,540-60.8% | $4,764-79.1% |
| Participant deferral / active EE | $1,577 | $4,086-61.4% | $3,619-56.4% | $5,851-73.0% |
| Admin fee / account holder | $204 | $7,634-97.3% | $6,252-96.7% | $11,599-98.2% |