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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 | $220,754 | $165,381+33.5% | $149,730+47.4% | $158,966+38.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.74% | 348.29%-340.6pp | 276.70%-269.0pp | 302.95%-295.2pp |
| Employer contribution / active EE | $6,835 | $5,104+33.9% | $4,645+47.1% | $4,762+43.5% |
| Participant deferral / active EE | $9,287 | $7,182+29.3% | $6,843+35.7% | $5,983+55.2% |
| Admin fee / account holder | $292 | $10,809-97.3% | $9,310-96.9% | $11,250-97.4% |