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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 | $199,961 | $198,457+0.8% | $170,435+17.3% | $147,586+35.5% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 6.32% | 257.30%-251.0pp | 205.94%-199.6pp | 578.59%-572.3pp |
| Employer contribution / active EE | $3,800 | $6,183-38.5% | $5,432-30.0% | $4,876-22.1% |
| Participant deferral / active EE | $13,200 | $5,629+134.5% | $4,939+167.2% | $5,439+142.7% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |