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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 | $166,121 | $160,040+3.8% | $147,096+12.9% | $145,877+13.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.88% | 98.49%-90.6pp | 419.75%-411.9pp | 551.28%-543.4pp |
| Employer contribution / active EE | $17,356 | $5,289+228.1% | $4,936+251.6% | $4,663+272.2% |
| Participant deferral / active EE | $11,219 | $8,429+33.1% | $8,071+39.0% | $6,691+67.7% |
| Admin fee / account holder | $132 | $15,050-99.1% | $13,005-99.0% | $13,402-99.0% |