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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 | $30,353 | $211,239-85.6% | $178,528-83.0% | $145,877-79.2% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 1.99% | 30.22%-28.2pp | 27.11%-25.1pp | 551.28%-549.3pp |
| Employer contribution / active EE | $7,734 | $4,570+69.2% | $3,950+95.8% | $4,663+65.9% |
| Participant deferral / active EE | $1,769 | $6,963-74.6% | $6,278-71.8% | $6,691-73.6% |
| Admin fee / account holder | $130 | $12,095-98.9% | $10,419-98.8% | $13,402-99.0% |