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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 | $43,628 | $176,105-75.2% | $159,474-72.6% | $167,536-74.0% |
| Participation rate | 80.0% | 85.0%-5.0pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 7.08% | 331.91%-324.8pp | 263.68%-256.6pp | 478.82%-471.7pp |
| Employer contribution / active EE | $3,012 | $5,299-43.2% | $4,831-37.7% | $4,839-37.8% |
| Participant deferral / active EE | $5,174 | $7,751-33.3% | $7,353-29.6% | $6,342-18.4% |
| Admin fee / account holder | $62 | $12,559-99.5% | $10,802-99.4% | $12,315-99.5% |