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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 | $161,493 | $156,398+3.3% | $147,318+9.6% | $138,895+16.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 10.43% | 78.75%-68.3pp | 70.43%-60.0pp | 145.39%-135.0pp |
| Employer contribution / active EE | $2,739 | $4,853-43.6% | $4,593-40.4% | $4,194-34.7% |
| Participant deferral / active EE | $7,742 | $8,237-6.0% | $7,906-2.1% | $6,396+21.0% |
| Admin fee / account holder | $243 | $14,976-98.4% | $13,708-98.2% | $12,562-98.1% |