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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 | $43,424 | $87,132-50.2% | $105,624-58.9% | $80,959-46.4% |
| Participation rate | 96.2% | 70.4%+25.7pp | 75.3%+20.9pp | 67.7%+28.5pp |
| Annual return | 8.22% | 17.03%-8.8pp | 116.20%-108.0pp | 35.67%-27.5pp |
| Employer contribution / active EE | $2,378 | $2,397-0.8% | $3,168-24.9% | $2,757-13.8% |
| Participant deferral / active EE | $3,281 | $3,985-17.7% | $5,013-34.5% | $4,300-23.7% |
| Admin fee / account holder | $150 | $8,449-98.2% | $10,961-98.6% | $6,925-97.8% |