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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 | $159,934+12.8% | $147,005+22.7% | $145,959+23.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 9.59% | 98.24%-88.7pp | 418.76%-409.2pp | 561.95%-552.4pp |
| Employer contribution / active EE | $1,851 | $5,287-65.0% | $4,934-62.5% | $4,661-60.3% |
| Participant deferral / active EE | $7,932 | $8,427-5.9% | $8,070-1.7% | $6,689+18.6% |
| Admin fee / account holder | $142 | $15,053-99.1% | $13,006-98.9% | $13,398-98.9% |