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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 | $47,067 | $55,713-15.5% | $75,894-38.0% | $72,983-35.5% |
| Participation rate | 82.9% | 61.1%+21.8pp | 69.3%+13.6pp | 69.5%+13.4pp |
| Annual return | 4.71% | 27.60%-22.9pp | 30.76%-26.0pp | 81.01%-76.3pp |
| Employer contribution / active EE | $1,200 | $1,687-28.8% | $2,501-52.0% | $2,440-50.8% |
| Participant deferral / active EE | $2,841 | $2,634+7.8% | $3,603-21.2% | $3,608-21.3% |
| Admin fee / account holder | $282 | $3,980-92.9% | $5,420-94.8% | $5,124-94.5% |