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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 | $95,405 | $211,288-54.8% | $178,540-46.6% | $145,884-34.6% |
| Participation rate | 73.3% | 80.8%-7.5pp | 77.1%-3.8pp | 80.3%-7.0pp |
| Annual return | 3.22% | 30.27%-27.1pp | 27.15%-23.9pp | 551.85%-548.6pp |
| Employer contribution / active EE | $1,711 | $4,574-62.6% | $3,953-56.7% | $4,662-63.3% |
| Participant deferral / active EE | $4,847 | $6,967-30.4% | $6,281-22.8% | $6,690-27.5% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |