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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 | $67,796 | $135,956-50.1% | $123,894-45.3% | $273,972-75.3% |
| Participation rate | 78.6% | 84.1%-5.5pp | 81.4%-2.8pp | 83.0%-4.4pp |
| Annual return | 3.28% | 56.63%-53.4pp | 47.52%-44.2pp | 41.46%-38.2pp |
| Employer contribution / active EE | $992 | $5,170-80.8% | $4,617-78.5% | $4,869-79.6% |
| Participant deferral / active EE | $4,737 | $6,343-25.3% | $5,984-20.8% | $5,287-10.4% |
| Admin fee / account holder | $30 | $9,817-99.7% | $8,357-99.6% | $10,133-99.7% |