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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 | $35,765 | $124,330-71.2% | $109,173-67.2% | $167,536-78.7% |
| Participation rate | 77.8% | 79.5%-1.7pp | 75.9%+1.9pp | 82.1%-4.3pp |
| Annual return | 8.34% | 26.04%-17.7pp | 25.75%-17.4pp | 478.82%-470.5pp |
| Employer contribution / active EE | $1,872 | $4,209-55.5% | $3,723-49.7% | $4,839-61.3% |
| Participant deferral / active EE | $1,810 | $5,256-65.6% | $4,654-61.1% | $6,342-71.5% |
| Admin fee / account holder | $202 | $7,974-97.5% | $6,755-97.0% | $12,315-98.4% |