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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 | $148,403 | $157,276-5.6% | $141,177+5.1% | $152,885-2.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 10.58% | 64.33%-53.8pp | 71.40%-60.8pp | 345.39%-334.8pp |
| Employer contribution / active EE | $1,923 | $5,262-63.5% | $4,736-59.4% | $4,763-59.6% |
| Participant deferral / active EE | $16,469 | $7,110+131.6% | $6,710+145.5% | $5,851+181.5% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |