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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 | $118,045 | $109,908+7.4% | $97,161+21.5% | $145,978-19.1% |
| Participation rate | 83.3% | 75.9%+7.4pp | 72.7%+10.6pp | 80.3%+3.0pp |
| Annual return | 7.05% | 243.80%-236.8pp | 75.36%-68.3pp | 550.52%-543.5pp |
| Employer contribution / active EE | $3,563 | $3,077+15.8% | $2,723+30.8% | $4,662-23.6% |
| Participant deferral / active EE | $4,665 | $4,679-0.3% | $4,265+9.4% | $6,690-30.3% |
| Admin fee / account holder | $0 | $6,213-100.0% | $5,647-100.0% | $13,400-100.0% |