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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 | $36,980 | $110,410-66.5% | $102,437-63.9% | $145,897-74.7% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 4.55% | 24.85%-20.3pp | 24.95%-20.4pp | 552.29%-547.7pp |
| Employer contribution / active EE | $913 | $4,217-78.4% | $3,871-76.4% | $4,663-80.4% |
| Participant deferral / active EE | $2,402 | $5,622-57.3% | $5,060-52.5% | $6,689-64.1% |
| Admin fee / account holder | $233 | $9,745-97.6% | $8,388-97.2% | $13,390-98.3% |