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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 | $147,427 | $185,883-20.7% | $170,043-13.3% | $139,466+5.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 8.91% | 60.54%-51.6pp | 53.40%-44.5pp | 373.66%-364.8pp |
| Employer contribution / active EE | $3,084 | $7,596-59.4% | $6,790-54.6% | $4,754-35.1% |
| Participant deferral / active EE | $16,716 | $11,626+43.8% | $10,410+60.6% | $6,712+149.0% |
| Admin fee / account holder | $131 | $15,393-99.2% | $12,824-99.0% | $11,409-98.9% |