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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 | $81,067 | $112,729-28.1% | $98,716-17.9% | $137,256-40.9% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.3%+10.7pp | 80.0%0pp |
| Annual return | 4.23% | 38.48%-34.3pp | 31.81%-27.6pp | 220.34%-216.1pp |
| Employer contribution / active EE | $594 | $2,725-78.2% | $2,279-73.9% | $4,156-85.7% |
| Participant deferral / active EE | $9,029 | $4,640+94.6% | $4,048+123.1% | $6,407+40.9% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |