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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 | $149,480 | $106,864+39.9% | $147,318+1.5% | $82,637+80.9% |
| Participation rate | 95.6% | 75.5%+20.1pp | 82.1%+13.5pp | 68.1%+27.5pp |
| Annual return | 11.03% | 27.49%-16.5pp | 70.43%-59.4pp | 53.51%-42.5pp |
| Employer contribution / active EE | $5,022 | $3,417+47.0% | $4,593+9.3% | $2,552+96.8% |
| Participant deferral / active EE | $5,367 | $6,496-17.4% | $7,906-32.1% | $4,126+30.1% |
| Admin fee / account holder | $209 | $8,415-97.5% | $13,708-98.5% | $7,339-97.1% |