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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 | $123,362 | $85,766+43.8% | $136,297-9.5% | $70,124+75.9% |
| Participation rate | 97.0% | 74.2%+22.8pp | 81.9%+15.0pp | 69.5%+27.4pp |
| Annual return | 12.75% | 31.45%-18.7pp | 5156.19%-5143.4pp | 73.14%-60.4pp |
| Employer contribution / active EE | $13,982 | $2,966+371.4% | $4,696+197.8% | $2,342+496.9% |
| Participant deferral / active EE | $12,671 | $5,051+150.8% | $6,247+102.8% | $3,332+280.3% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,244-100.0% | $4,645-100.0% |