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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 | $116,744 | $126,661-7.8% | $113,397+3.0% | $138,895-15.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 5.82% | 25.05%-19.2pp | 23.20%-17.4pp | 145.39%-139.6pp |
| Employer contribution / active EE | $6,000 | $3,456+73.6% | $2,977+101.5% | $4,194+43.1% |
| Participant deferral / active EE | $0 | $5,693-100.0% | $5,076-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $14,549-100.0% | $11,957-100.0% | $12,562-100.0% |