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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 | $67,515 | $103,387-34.7% | $87,102-22.5% | $152,885-55.8% |
| Participation rate | 85.7% | 79.4%+6.4pp | 76.9%+8.8pp | 82.5%+3.3pp |
| Annual return | 7.82% | 28.10%-20.3pp | 28.19%-20.4pp | 345.39%-337.6pp |
| Employer contribution / active EE | $893 | $3,221-72.3% | $2,521-64.6% | $4,763-81.3% |
| Participant deferral / active EE | $2,564 | $4,778-46.3% | $4,048-36.7% | $5,851-56.2% |
| Admin fee / account holder | $70 | $12,193-99.4% | $7,491-99.1% | $11,598-99.4% |