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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 | $109,153 | $154,228-29.2% | $145,433-24.9% | $137,256-20.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 4.58% | 74.59%-70.0pp | 66.58%-62.0pp | 220.34%-215.8pp |
| Employer contribution / active EE | $3,855 | $4,804-19.8% | $4,554-15.4% | $4,156-7.2% |
| Participant deferral / active EE | $6,000 | $8,216-27.0% | $7,897-24.0% | $6,407-6.3% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |