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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 | $180,375 | $160,028+12.7% | $147,080+22.6% | $145,884+23.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 9.59% | 98.60%-89.0pp | 420.17%-410.6pp | 551.85%-542.3pp |
| Employer contribution / active EE | $1,851 | $5,286-65.0% | $4,933-62.5% | $4,662-60.3% |
| Participant deferral / active EE | $7,932 | $8,422-5.8% | $8,066-1.7% | $6,690+18.6% |
| Admin fee / account holder | $142 | $15,030-99.1% | $12,989-98.9% | $13,392-98.9% |