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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 | $200,102 | $77,920+156.8% | $149,723+33.6% | $75,177+166.2% |
| Participation rate | 91.9% | 65.6%+26.3pp | 78.8%+13.1pp | 67.2%+24.7pp |
| Annual return | 13.15% | 31.72%-18.6pp | 134.50%-121.4pp | 160.75%-147.6pp |
| Employer contribution / active EE | $5,619 | $3,138+79.1% | $4,821+16.5% | $2,671+110.4% |
| Participant deferral / active EE | $5,755 | $3,411+68.7% | $5,682+1.3% | $4,126+39.5% |
| Admin fee / account holder | $0 | $5,951-100.0% | $13,215-100.0% | $5,651-100.0% |