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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 | $243,292 | $103,392+135.3% | $87,104+179.3% | $152,897+59.1% |
| Participation rate | 88.9% | 79.4%+9.5pp | 76.9%+12.0pp | 82.5%+6.4pp |
| Annual return | 3.43% | 28.10%-24.7pp | 28.19%-24.8pp | 345.43%-342.0pp |
| Employer contribution / active EE | $6,470 | $3,221+100.9% | $2,521+156.6% | $4,764+35.8% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $246 | $12,194-98.0% | $7,491-96.7% | $11,599-97.9% |