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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 | $156,821 | $181,896-13.8% | $156,551+0.2% | $273,972-42.8% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 1.47% | 30.74%-29.3pp | 32.23%-30.8pp | 41.46%-40.0pp |
| Employer contribution / active EE | $4,632 | $6,248-25.9% | $5,501-15.8% | $4,869-4.9% |
| Participant deferral / active EE | $1,932 | $5,550-65.2% | $4,871-60.3% | $5,287-63.5% |
| Admin fee / account holder | $12 | $15,560-99.9% | $13,028-99.9% | $10,133-99.9% |