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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 | $124,213-54.6% | $118,106-52.3% | $154,746-63.6% |
| Participation rate | 85.7% | 83.6%+2.1pp | 81.9%+3.8pp | 80.7%+5.0pp |
| Annual return | 3.02% | 18.29%-15.3pp | 19.44%-16.4pp | 172.34%-169.3pp |
| Employer contribution / active EE | $2,293 | $4,905-53.3% | $4,698-51.2% | $4,379-47.6% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $6,619-100.0% | $6,730-100.0% |
| Admin fee / account holder | $111 | $9,627-98.9% | $8,973-98.8% | $14,365-99.2% |