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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 | $30,238 | $148,582-79.6% | $135,942-77.8% | $139,456-78.3% |
| Participation rate | 76.9% | 83.9%-6.9pp | 81.9%-5.0pp | 80.3%-3.4pp |
| Annual return | 2.27% | 79.26%-77.0pp | 68.28%-66.0pp | 373.45%-371.2pp |
| Employer contribution / active EE | $1,616 | $5,245-69.2% | $4,858-66.7% | $4,753-66.0% |
| Participant deferral / active EE | $3,232 | $8,101-60.1% | $7,759-58.3% | $6,711-51.8% |
| Admin fee / account holder | $215 | $12,402-98.3% | $10,764-98.0% | $11,407-98.1% |