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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 | $59,404 | $65,027-8.6% | $90,970-34.7% | $79,852-25.6% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 9.27% | 30.45%-21.2pp | 134.58%-125.3pp | 31.72%-22.4pp |
| Employer contribution / active EE | $4,414 | $1,247+253.9% | $2,122+107.9% | $2,471+78.6% |
| Participant deferral / active EE | $4,291 | $2,512+70.8% | $3,373+27.2% | $3,740+14.7% |
| Admin fee / account holder | $89 | $4,535-98.0% | $5,960-98.5% | $5,306-98.3% |