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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 | $88,590 | $162,136-45.4% | $152,301-41.8% | $154,746-42.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 6.98% | 91.02%-84.0pp | 80.50%-73.5pp | 172.34%-165.4pp |
| Employer contribution / active EE | $940 | $4,890-80.8% | $4,624-79.7% | $4,379-78.5% |
| Participant deferral / active EE | $15,903 | $8,341+90.7% | $8,004+98.7% | $6,730+136.3% |
| Admin fee / account holder | $40 | $15,759-99.7% | $14,398-99.7% | $14,365-99.7% |