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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 | $247,892 | $201,372+23.1% | $184,260+34.5% | $145,884+69.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 4.71% | 29.04%-24.3pp | 28.84%-24.1pp | 551.85%-547.1pp |
| Employer contribution / active EE | $30,271 | $7,024+331.0% | $6,427+371.0% | $4,662+549.3% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |