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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 | $95,405 | $211,105-54.8% | $178,449-46.5% | $145,978-34.6% |
| Participation rate | 73.3% | 80.8%-7.5pp | 77.1%-3.8pp | 80.3%-7.0pp |
| Annual return | 3.22% | 30.19%-27.0pp | 27.09%-23.9pp | 550.52%-547.3pp |
| Employer contribution / active EE | $1,711 | $4,569-62.5% | $3,951-56.7% | $4,662-63.3% |
| Participant deferral / active EE | $4,847 | $6,959-30.3% | $6,277-22.8% | $6,690-27.5% |
| Admin fee / account holder | $0 | $12,017-100.0% | $10,362-100.0% | $13,400-100.0% |