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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 | $100,028 | $201,344-50.3% | $184,243-45.7% | $145,877-31.4% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 1.28% | 29.01%-27.7pp | 28.82%-27.5pp | 551.28%-550.0pp |
| Employer contribution / active EE | $2,433 | $7,022-65.4% | $6,427-62.1% | $4,663-47.8% |
| Participant deferral / active EE | $9,817 | $9,807+0.1% | $9,132+7.5% | $6,691+46.7% |
| Admin fee / account holder | $133 | $16,382-99.2% | $13,914-99.0% | $13,402-99.0% |