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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 | $114,754 | $184,014-37.6% | $161,149-28.8% | $138,895-17.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 3.48% | 21.52%-18.0pp | 21.16%-17.7pp | 145.39%-141.9pp |
| Employer contribution / active EE | $6,860 | $5,055+35.7% | $4,360+57.3% | $4,194+63.6% |
| Participant deferral / active EE | $18,400 | $6,909+166.3% | $6,153+199.0% | $6,396+187.7% |
| Admin fee / account holder | $0 | $18,027-100.0% | $15,194-100.0% | $12,562-100.0% |