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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 | $96,583 | $125,797-23.2% | $170,057-43.2% | $75,177+28.5% |
| Participation rate | 97.3% | 83.6%+13.7pp | 87.0%+10.3pp | 67.2%+30.1pp |
| Annual return | 2.47% | 27.20%-24.7pp | 53.42%-50.9pp | 160.75%-158.3pp |
| Employer contribution / active EE | $8,108 | $4,616+75.6% | $6,790+19.4% | $2,671+203.6% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,411-100.0% | $4,126-100.0% |
| Admin fee / account holder | $203 | $8,177-97.5% | $12,826-98.4% | $5,651-96.4% |