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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 | $76,579 | $148,623-48.5% | $135,974-43.7% | $139,466-45.1% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 9.78% | 79.30%-69.5pp | 68.30%-58.5pp | 373.66%-363.9pp |
| Employer contribution / active EE | $1,741 | $5,246-66.8% | $4,859-64.2% | $4,754-63.4% |
| Participant deferral / active EE | $2,851 | $8,103-64.8% | $7,760-63.3% | $6,712-57.5% |
| Admin fee / account holder | $51 | $12,406-99.6% | $10,767-99.5% | $11,409-99.6% |