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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 | $74,066 | $184,014-59.7% | $161,149-54.0% | $138,895-46.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 8.95% | 21.52%-12.6pp | 21.16%-12.2pp | 145.39%-136.4pp |
| Employer contribution / active EE | $1,175 | $5,055-76.8% | $4,360-73.1% | $4,194-72.0% |
| Participant deferral / active EE | $0 | $6,909-100.0% | $6,153-100.0% | $6,396-100.0% |
| Admin fee / account holder | $48 | $18,027-99.7% | $15,194-99.7% | $12,562-99.6% |