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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 | $33,525 | $181,896-81.6% | $156,551-78.6% | $273,972-87.8% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 0.39% | 30.74%-30.3pp | 32.23%-31.8pp | 41.46%-41.1pp |
| Employer contribution / active EE | $1,789 | $6,248-71.4% | $5,501-67.5% | $4,869-63.3% |
| Participant deferral / active EE | $4,529 | $5,550-18.4% | $4,871-7.0% | $5,287-14.3% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |