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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 | $42,502 | $110,212-61.4% | $96,534-56.0% | $139,466-69.5% |
| Participation rate | 72.7% | 78.1%-5.4pp | 76.0%-3.3pp | 80.3%-7.6pp |
| Annual return | 4.88% | 26.42%-21.5pp | 25.88%-21.0pp | 373.66%-368.8pp |
| Employer contribution / active EE | $2,644 | $3,620-26.9% | $2,965-10.8% | $4,754-44.4% |
| Participant deferral / active EE | $7,863 | $5,547+41.7% | $4,851+62.1% | $6,712+17.1% |
| Admin fee / account holder | $0 | $11,599-100.0% | $8,253-100.0% | $11,409-100.0% |