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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 | $25,152 | $124,980-79.9% | $108,359-76.8% | $154,746-83.7% |
| Participation rate | 87.5% | 75.2%+12.3pp | 70.1%+17.4pp | 80.7%+6.8pp |
| Annual return | 3.84% | 45.00%-41.2pp | 36.89%-33.0pp | 172.34%-168.5pp |
| Employer contribution / active EE | $2,199 | $2,851-22.9% | $2,399-8.4% | $4,379-49.8% |
| Participant deferral / active EE | $4,067 | $4,743-14.3% | $4,137-1.7% | $6,730-39.6% |
| Admin fee / account holder | $253 | $11,502-97.8% | $9,741-97.4% | $14,365-98.2% |