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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 | $199,249 | $148,629+34.1% | $135,982+46.5% | $139,487+42.8% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.6pp |
| Annual return | 8.22% | 79.33%-71.1pp | 68.32%-60.1pp | 373.84%-365.6pp |
| Employer contribution / active EE | $1,650 | $5,247-68.5% | $4,859-66.0% | $4,755-65.3% |
| Participant deferral / active EE | $5,356 | $8,102-33.9% | $7,760-31.0% | $6,713-20.2% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |