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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 | $76,574 | $107,353-28.7% | $92,903-17.6% | $152,885-49.9% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.5%+6.4pp |
| Annual return | 9.44% | 145.62%-136.2pp | 109.43%-100.0pp | 345.39%-335.9pp |
| Employer contribution / active EE | $2,543 | $4,222-39.8% | $3,653-30.4% | $4,763-46.6% |
| Participant deferral / active EE | $4,947 | $4,848+2.0% | $4,238+16.7% | $5,851-15.5% |
| Admin fee / account holder | $287 | $7,081-96.0% | $5,795-95.1% | $11,598-97.5% |