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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 | $190,358 | $157,304+21.0% | $141,197+34.8% | $152,909+24.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 9.65% | 64.34%-54.7pp | 71.41%-61.8pp | 345.46%-335.8pp |
| Employer contribution / active EE | $3,367 | $5,263-36.0% | $4,736-28.9% | $4,764-29.3% |
| Participant deferral / active EE | $12,667 | $7,111+78.1% | $6,710+88.8% | $5,851+116.5% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |