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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 | $92,582 | $162,136-42.9% | $152,301-39.2% | $154,746-40.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 1.46% | 91.02%-89.6pp | 80.50%-79.0pp | 172.34%-170.9pp |
| Employer contribution / active EE | $6,929 | $4,890+41.7% | $4,624+49.8% | $4,379+58.2% |
| Participant deferral / active EE | $8,498 | $8,341+1.9% | $8,004+6.2% | $6,730+26.3% |
| Admin fee / account holder | $271 | $15,759-98.3% | $14,398-98.1% | $14,365-98.1% |