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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 | $55,116 | $181,896-69.7% | $156,551-64.8% | $273,972-79.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.58% | 30.74%-28.2pp | 32.23%-29.6pp | 41.46%-38.9pp |
| Employer contribution / active EE | $4,375 | $6,248-30.0% | $5,501-20.5% | $4,869-10.1% |
| Participant deferral / active EE | $5,518 | $5,550-0.6% | $4,871+13.3% | $5,287+4.4% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |