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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 | $231,322 | $211,288+9.5% | $178,540+29.6% | $145,884+58.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.18% | 30.27%-23.1pp | 27.15%-20.0pp | 551.85%-544.7pp |
| Employer contribution / active EE | $16,800 | $4,574+267.3% | $3,953+325.0% | $4,662+260.3% |
| Participant deferral / active EE | $3,932 | $6,967-43.6% | $6,281-37.4% | $6,690-41.2% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |