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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 | $59,557 | $81,446-26.9% | $103,374-42.4% | $80,874-26.4% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 5.24% | 25.57%-20.3pp | 24.89%-19.7pp | 35.62%-30.4pp |
| Employer contribution / active EE | $7,813 | $3,107+151.4% | $3,869+101.9% | $2,756+183.5% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $130 | $6,715-98.1% | $8,394-98.5% | $6,935-98.1% |