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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 | $182,707 | $217,432-16.0% | $185,849-1.7% | $167,536+9.1% |
| Participation rate | 87.5% | 86.1%+1.4pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 3.93% | 148.42%-144.5pp | 122.10%-118.2pp | 478.82%-474.9pp |
| Employer contribution / active EE | $2,969 | $5,875-49.5% | $5,169-42.6% | $4,839-38.6% |
| Participant deferral / active EE | $9,233 | $6,357+45.2% | $5,569+65.8% | $6,342+45.6% |
| Admin fee / account holder | $186 | $19,818-99.1% | $16,244-98.9% | $12,315-98.5% |