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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 | $56,179 | $72,492-22.5% | $87,104-35.5% | $72,975-23.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 1.77% | 24.46%-22.7pp | 28.19%-26.4pp | 81.01%-79.2pp |
| Employer contribution / active EE | $3,124 | $1,894+64.9% | $2,521+23.9% | $2,440+28.0% |
| Participant deferral / active EE | $2,324 | $3,270-28.9% | $4,048-42.6% | $3,608-35.6% |
| Admin fee / account holder | $248 | $5,055-95.1% | $7,491-96.7% | $5,124-95.2% |