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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 | $48,989 | $81,476-39.9% | $102,383-52.2% | $80,925-39.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 6.60% | 25.59%-19.0pp | 24.94%-18.3pp | 35.65%-29.0pp |
| Employer contribution / active EE | $2,364 | $3,105-23.9% | $3,870-38.9% | $2,756-14.2% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $271 | $6,717-96.0% | $8,391-96.8% | $6,940-96.1% |