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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 | $114,931 | $123,793-7.2% | $177,848-35.4% | $79,856+43.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 3.60% | 22.82%-19.2pp | 48.33%-44.7pp | 31.71%-28.1pp |
| Employer contribution / active EE | $2,400 | $4,095-41.4% | $5,919-59.5% | $2,471-2.9% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $7,243-100.0% | $12,431-100.0% | $5,306-100.0% |