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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 | $97,372 | $123,155-20.9% | $108,753-10.5% | $155,188-37.3% |
| Participation rate | 72.7% | 75.6%-2.9pp | 71.1%+1.6pp | 80.8%-8.1pp |
| Annual return | 4.88% | 44.73%-39.8pp | 37.47%-32.6pp | 148.84%-144.0pp |
| Employer contribution / active EE | $1,226 | $2,811-56.4% | $2,427-49.5% | $4,248-71.1% |
| Participant deferral / active EE | $1,732 | $4,623-62.5% | $4,115-57.9% | $6,531-73.5% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,320-100.0% | $14,480-100.0% |