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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 | $186,152 | $159,934+16.4% | $147,005+26.6% | $145,959+27.5% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 7.65% | 98.24%-90.6pp | 418.76%-411.1pp | 561.95%-554.3pp |
| Employer contribution / active EE | $1,912 | $5,287-63.8% | $4,934-61.2% | $4,661-59.0% |
| Participant deferral / active EE | $9,279 | $8,427+10.1% | $8,070+15.0% | $6,689+38.7% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |