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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 | $99,967 | $110,212-9.3% | $96,534+3.6% | $139,466-28.3% |
| Participation rate | 85.0% | 78.1%+6.9pp | 76.0%+9.0pp | 80.3%+4.7pp |
| Annual return | 8.07% | 26.42%-18.3pp | 25.88%-17.8pp | 373.66%-365.6pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,872 | $5,547-48.2% | $4,851-40.8% | $6,712-57.2% |
| Admin fee / account holder | $85 | $11,599-99.3% | $8,253-99.0% | $11,409-99.3% |