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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 | $79,018 | $96,558-18.2% | $80,977-2.4% | $273,972-71.2% |
| Participation rate | 71.4% | 79.1%-7.7pp | 75.8%-4.4pp | 83.0%-11.6pp |
| Annual return | 0.80% | 15.14%-14.3pp | 17.11%-16.3pp | 41.46%-40.7pp |
| Employer contribution / active EE | $7,079 | $4,869+45.4% | $3,715+90.6% | $4,869+45.4% |
| Participant deferral / active EE | $7,492 | $6,598+13.6% | $5,696+31.5% | $5,287+41.7% |
| Admin fee / account holder | $21 | $7,493-99.7% | $5,517-99.6% | $10,133-99.8% |