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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 | $56,241 | $86,949-35.3% | $102,460-45.1% | $80,959-30.5% |
| Participation rate | 89.3% | 72.4%+16.9pp | 76.5%+12.8pp | 67.7%+21.6pp |
| Annual return | 10.10% | 18.89%-8.8pp | 29.47%-19.4pp | 35.67%-25.6pp |
| Employer contribution / active EE | $1,536 | $2,370-35.2% | $3,025-49.2% | $2,757-44.3% |
| Participant deferral / active EE | $5,863 | $4,121+42.3% | $5,056+16.0% | $4,300+36.3% |
| Admin fee / account holder | $248 | $8,048-96.9% | $9,460-97.4% | $6,925-96.4% |