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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 | $62,848 | $85,060-26.1% | $70,565-10.9% | $139,487-54.9% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 6.09% | 30.39%-24.3pp | 32.79%-26.7pp | 373.84%-367.7pp |
| Employer contribution / active EE | $10,938 | $3,912+179.6% | $2,976+267.6% | $4,755+130.0% |
| Participant deferral / active EE | $2,415 | $5,891-59.0% | $4,568-47.1% | $6,713-64.0% |
| Admin fee / account holder | $166 | $8,932-98.1% | $6,430-97.4% | $11,407-98.5% |