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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 | $30,724 | $98,240-68.7% | $82,312-62.7% | $147,586-79.2% |
| Participation rate | 84.2% | 79.7%+4.5pp | 76.9%+7.3pp | 82.8%+1.4pp |
| Annual return | 4.89% | 30.85%-26.0pp | 25.88%-21.0pp | 578.59%-573.7pp |
| Employer contribution / active EE | $955 | $3,192-70.1% | $2,428-60.7% | $4,876-80.4% |
| Participant deferral / active EE | $1,829 | $4,383-58.3% | $3,706-50.6% | $5,439-66.4% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |