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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 | $25,272 | $148,629-83.0% | $135,982-81.4% | $139,487-81.9% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 2.85% | 79.33%-76.5pp | 68.32%-65.5pp | 373.84%-371.0pp |
| Employer contribution / active EE | $5,764 | $5,247+9.9% | $4,859+18.6% | $4,755+21.2% |
| Participant deferral / active EE | $5,931 | $8,102-26.8% | $7,760-23.6% | $6,713-11.6% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |