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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 | $39,728 | $100,970-60.7% | $96,576-58.9% | $137,256-71.1% |
| Participation rate | 90.9% | 82.6%+8.3pp | 81.4%+9.5pp | 80.0%+10.9pp |
| Annual return | 10.13% | 38.16%-28.0pp | 38.47%-28.3pp | 220.34%-210.2pp |
| Employer contribution / active EE | $260 | $3,809-93.2% | $3,553-92.7% | $4,156-93.8% |
| Participant deferral / active EE | $2,207 | $8,286-73.4% | $7,956-72.3% | $6,407-65.5% |
| Admin fee / account holder | $3 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |