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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 | $202,921 | $111,301+82.3% | $112,977+79.6% | $158,982+27.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 5.12% | 26.40%-21.3pp | 24.24%-19.1pp | 302.99%-297.9pp |
| Employer contribution / active EE | $1,757 | $4,471-60.7% | $4,255-58.7% | $4,763-63.1% |
| Participant deferral / active EE | $4,618 | $5,880-21.5% | $5,836-20.9% | $5,983-22.8% |
| Admin fee / account holder | $114 | $8,392-98.6% | $6,294-98.2% | $11,252-99.0% |