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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 | $61,763 | $72,273-14.5% | $101,275-39.0% | $79,856-22.7% |
| Participation rate | 78.1% | 68.5%+9.7pp | 75.8%+2.3pp | 69.6%+8.5pp |
| Annual return | 2.15% | 22.30%-20.1pp | 46.48%-44.3pp | 31.71%-29.6pp |
| Employer contribution / active EE | $3,105 | $2,691+15.4% | $3,660-15.2% | $2,471+25.7% |
| Participant deferral / active EE | $1,810 | $3,282-44.9% | $4,371-58.6% | $3,741-51.6% |
| Admin fee / account holder | $9 | $4,401-99.8% | $5,948-99.8% | $5,306-99.8% |