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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 | $56,226 | $174,379-67.8% | $152,093-63.0% | $138,895-59.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 4.79% | 74.86%-70.1pp | 66.36%-61.6pp | 145.39%-140.6pp |
| Employer contribution / active EE | $3,173 | $4,652-31.8% | $4,175-24.0% | $4,194-24.3% |
| Participant deferral / active EE | $4,285 | $6,159-30.4% | $5,451-21.4% | $6,396-33.0% |
| Admin fee / account holder | $89 | $16,880-99.5% | $14,497-99.4% | $12,562-99.3% |