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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 | $177,423 | $109,908+61.4% | $97,161+82.6% | $145,978+21.5% |
| Participation rate | 71.4% | 75.9%-4.5pp | 72.7%-1.3pp | 80.3%-8.9pp |
| Annual return | 4.89% | 243.80%-238.9pp | 75.36%-70.5pp | 550.52%-545.6pp |
| Employer contribution / active EE | $1,462 | $3,077-52.5% | $2,723-46.3% | $4,662-68.6% |
| Participant deferral / active EE | $8,321 | $4,679+77.8% | $4,265+95.1% | $6,690+24.4% |
| Admin fee / account holder | $0 | $6,213-100.0% | $5,647-100.0% | $13,400-100.0% |