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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 | $24,714 | $99,345-75.1% | $84,753-70.8% | $273,972-91.0% |
| Participation rate | 95.8% | 80.7%+15.1pp | 76.6%+19.2pp | 83.0%+12.8pp |
| Annual return | 1.52% | 22.93%-21.4pp | 22.78%-21.3pp | 41.46%-39.9pp |
| Employer contribution / active EE | $7,171 | $4,214+70.2% | $3,574+100.6% | $4,869+47.3% |
| Participant deferral / active EE | $1,221 | $4,270-71.4% | $3,712-67.1% | $5,287-76.9% |
| Admin fee / account holder | $107 | $6,645-98.4% | $5,333-98.0% | $10,133-98.9% |