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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 | $91,694 | $56,544+62.2% | $75,501+21.4% | $70,126+30.8% |
| Participation rate | 98.4% | 68.1%+30.2pp | 72.4%+26.0pp | 69.5%+28.8pp |
| Annual return | 10.24% | 23.59%-13.3pp | 27.35%-17.1pp | 73.15%-62.9pp |
| Employer contribution / active EE | $2,409 | $1,817+32.6% | $2,352+2.4% | $2,343+2.8% |
| Participant deferral / active EE | $4,762 | $2,580+84.6% | $3,142+51.5% | $3,332+42.9% |
| Admin fee / account holder | $8 | $3,827-99.8% | $5,801-99.9% | $4,645-99.8% |