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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 | $116,383 | $110,248+5.6% | $95,728+21.6% | $139,456-16.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 3.12% | 27.16%-24.0pp | 28.40%-25.3pp | 373.45%-370.3pp |
| Employer contribution / active EE | $5,115 | $3,258+57.0% | $2,835+80.4% | $4,753+7.6% |
| Participant deferral / active EE | $11,990 | $4,675+156.4% | $4,245+182.5% | $6,711+78.7% |
| Admin fee / account holder | $3 | $6,607-99.9% | $5,673-99.9% | $11,407-100.0% |