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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 | $249,575 | $183,516+36.0% | $155,534+60.5% | $145,884+71.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.59% | 61.43%-54.8pp | 64.92%-58.3pp | 551.85%-545.3pp |
| Employer contribution / active EE | $11,621 | $5,315+118.7% | $4,675+148.6% | $4,662+149.2% |
| Participant deferral / active EE | $22,126 | $6,467+242.2% | $5,630+293.0% | $6,690+230.7% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |