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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 | $210,320 | $201,370+4.4% | $184,256+14.1% | $145,897+44.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 3.38% | 29.05%-25.7pp | 28.85%-25.5pp | 552.29%-548.9pp |
| Employer contribution / active EE | $33,415 | $7,024+375.7% | $6,427+419.9% | $4,663+616.7% |
| Participant deferral / active EE | $16,596 | $9,808+69.2% | $9,133+81.7% | $6,689+148.1% |
| Admin fee / account holder | $6 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |