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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 | $94,324 | $232,540-59.4% | $185,117-49.0% | $147,586-36.1% |
| Participation rate | 88.9% | 82.4%+6.5pp | 77.3%+11.6pp | 82.8%+6.1pp |
| Annual return | 4.77% | 43.03%-38.3pp | 40.50%-35.7pp | 578.59%-573.8pp |
| Employer contribution / active EE | $1,790 | $5,195-65.5% | $4,182-57.2% | $4,876-63.3% |
| Participant deferral / active EE | $6,081 | $5,834+4.2% | $5,045+20.5% | $5,439+11.8% |
| Admin fee / account holder | $6 | $10,275-99.9% | $8,159-99.9% | $10,886-99.9% |