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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 | $36,745 | $135,956-73.0% | $123,894-70.3% | $273,972-86.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.31% | 56.63%-53.3pp | 47.52%-44.2pp | 41.46%-38.1pp |
| Employer contribution / active EE | $8,067 | $5,170+56.0% | $4,617+74.7% | $4,869+65.7% |
| Participant deferral / active EE | $3,452 | $6,343-45.6% | $5,984-42.3% | $5,287-34.7% |
| Admin fee / account holder | $155 | $9,817-98.4% | $8,357-98.2% | $10,133-98.5% |