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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 | $151,057 | $58,057+160.2% | $97,032+55.7% | $86,983+73.7% |
| Participation rate | 100.0% | 60.4%+39.6pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 9.88% | 22.26%-12.4pp | 35.38%-25.5pp | 25.83%-16.0pp |
| Employer contribution / active EE | $3,064 | $1,663+84.2% | $2,629+16.5% | $2,584+18.5% |
| Participant deferral / active EE | $5,046 | $3,244+55.6% | $4,672+8.0% | $4,194+20.3% |
| Admin fee / account holder | $129 | $4,839-97.3% | $9,418-98.6% | $7,856-98.4% |