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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 | $43,352 | $78,015-44.4% | $178,505-75.7% | $80,959-46.5% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 10.71% | 18.10%-7.4pp | 27.16%-16.5pp | 35.67%-25.0pp |
| Employer contribution / active EE | $2,520 | $2,281+10.5% | $3,955-36.3% | $2,757-8.6% |
| Participant deferral / active EE | $3,635 | $4,406-17.5% | $6,280-42.1% | $4,300-15.5% |
| Admin fee / account holder | $0 | $7,160-100.0% | $10,428-100.0% | $6,925-100.0% |