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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 | $87,376 | $104,098-16.1% | $140,514-37.8% | $94,015-7.1% |
| Participation rate | 90.6% | 73.7%+16.9pp | 77.8%+12.8pp | 70.8%+19.7pp |
| Annual return | 0.00% | 15.14%-15.1pp | 14.36%-14.4pp | 17.84%-17.8pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $0 | $4,033-100.0% | $4,919-100.0% | $4,249-100.0% |
| Admin fee / account holder | $0 | $10,439-100.0% | $13,697-100.0% | $8,951-100.0% |