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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 | $56,363 | $123,898-54.5% | $116,538-51.6% | $155,188-63.7% |
| Participation rate | 85.7% | 83.7%+2.0pp | 82.6%+3.1pp | 80.8%+4.9pp |
| Annual return | 3.02% | 16.04%-13.0pp | 17.97%-14.9pp | 148.84%-145.8pp |
| Employer contribution / active EE | $2,293 | $4,739-51.6% | $4,541-49.5% | $4,248-46.0% |
| Participant deferral / active EE | $0 | $6,400-100.0% | $6,207-100.0% | $6,531-100.0% |
| Admin fee / account holder | $111 | $9,174-98.8% | $8,737-98.7% | $14,480-99.2% |