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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 | $52,452 | $142,430-63.2% | $115,170-54.5% | $152,897-65.7% |
| Participation rate | 80.0% | 82.4%-2.4pp | 75.9%+4.1pp | 82.5%-2.5pp |
| Annual return | 6.99% | 41.48%-34.5pp | 35.60%-28.6pp | 345.43%-338.4pp |
| Employer contribution / active EE | $2,373 | $4,011-40.8% | $3,179-25.4% | $4,764-50.2% |
| Participant deferral / active EE | $7,535 | $5,165+45.9% | $4,169+80.7% | $5,851+28.8% |
| Admin fee / account holder | $90 | $8,464-98.9% | $7,089-98.7% | $11,599-99.2% |