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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 | $85,006 | $124,346-31.6% | $111,308-23.6% | $167,536-49.3% |
| Participation rate | 78.6% | 79.6%-1.1pp | 77.3%+1.3pp | 82.1%-3.5pp |
| Annual return | 7.20% | 37.45%-30.2pp | 54.67%-47.5pp | 478.82%-471.6pp |
| Employer contribution / active EE | $1,780 | $3,437-48.2% | $2,732-34.9% | $4,839-63.2% |
| Participant deferral / active EE | $3,436 | $5,182-33.7% | $4,487-23.4% | $6,342-45.8% |
| Admin fee / account holder | $2 | $10,621-100.0% | $7,965-100.0% | $12,315-100.0% |