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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 | $143,898 | $209,422-31.3% | $178,503-19.4% | $158,982-9.5% |
| Participation rate | 77.8% | 86.4%-8.6pp | 81.9%-4.2pp | 82.0%-4.2pp |
| Annual return | 6.21% | 188.81%-182.6pp | 151.12%-144.9pp | 302.99%-296.8pp |
| Employer contribution / active EE | $7,645 | $5,707+34.0% | $5,011+52.6% | $4,763+60.5% |
| Participant deferral / active EE | $7,194 | $5,955+20.8% | $5,202+38.3% | $5,983+20.2% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |