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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 | $166,178 | $74,535+123.0% | $100,712+65.0% | $82,637+101.1% |
| Participation rate | 71.9% | 61.2%+10.7pp | 69.3%+2.6pp | 68.1%+3.8pp |
| Annual return | 11.46% | 18.92%-7.5pp | 33.27%-21.8pp | 53.51%-42.0pp |
| Employer contribution / active EE | $1,122 | $1,503-25.3% | $2,313-51.5% | $2,552-56.0% |
| Participant deferral / active EE | $2,262 | $3,074-26.4% | $4,085-44.6% | $4,126-45.2% |
| Admin fee / account holder | $148 | $6,576-97.7% | $9,256-98.4% | $7,339-98.0% |