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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 | $64,346 | $149,778-57.0% | $118,946-45.9% | $158,966-59.5% |
| Participation rate | 80.0% | 82.1%-2.1pp | 75.4%+4.6pp | 82.0%-2.0pp |
| Annual return | 4.95% | 19.95%-15.0pp | 35.89%-30.9pp | 302.95%-298.0pp |
| Employer contribution / active EE | $1,789 | $4,117-56.5% | $3,263-45.2% | $4,762-62.4% |
| Participant deferral / active EE | $5,651 | $5,225+8.2% | $4,266+32.5% | $5,983-5.6% |
| Admin fee / account holder | $143 | $8,604-98.3% | $6,581-97.8% | $11,250-98.7% |