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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 | $192,018 | $159,978+20.0% | $147,041+30.6% | $145,978+31.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.98% | 98.36%-92.4pp | 419.21%-413.2pp | 550.52%-544.5pp |
| Employer contribution / active EE | $7,022 | $5,288+32.8% | $4,935+42.3% | $4,662+50.6% |
| Participant deferral / active EE | $20,090 | $8,429+138.4% | $8,071+148.9% | $6,690+200.3% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |