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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 | $72,195 | $135,956-46.9% | $123,894-41.7% | $273,972-73.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.49% | 56.63%-53.1pp | 47.52%-44.0pp | 41.46%-38.0pp |
| Employer contribution / active EE | $5,372 | $5,170+3.9% | $4,617+16.4% | $4,869+10.3% |
| Participant deferral / active EE | $8,100 | $6,343+27.7% | $5,984+35.4% | $5,287+53.2% |
| Admin fee / account holder | $262 | $9,817-97.3% | $8,357-96.9% | $10,133-97.4% |