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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 | $138,312-15.6% | $122,979-5.1% | $155,188-24.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 5.82% | 22.06%-16.2pp | 20.12%-14.3pp | 148.84%-143.0pp |
| Employer contribution / active EE | $6,000 | $3,530+70.0% | $3,062+95.9% | $4,248+41.3% |
| Participant deferral / active EE | $0 | $5,592-100.0% | $5,003-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $15,089-100.0% | $12,864-100.0% | $14,480-100.0% |