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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 | $35,468 | $115,903-69.4% | $100,528-64.7% | $158,966-77.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 5.10% | 34.80%-29.7pp | 30.90%-25.8pp | 302.95%-297.9pp |
| Employer contribution / active EE | $6,121 | $4,105+49.1% | $3,419+79.0% | $4,762+28.5% |
| Participant deferral / active EE | $2,278 | $6,677-65.9% | $6,271-63.7% | $5,983-61.9% |
| Admin fee / account holder | $12 | $11,000-99.9% | $8,084-99.9% | $11,250-99.9% |