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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 | $129,681 | $123,898+4.7% | $116,538+11.3% | $155,188-16.4% |
| Participation rate | 85.7% | 83.7%+2.0pp | 82.6%+3.1pp | 80.8%+4.9pp |
| Annual return | 3.62% | 16.04%-12.4pp | 17.97%-14.3pp | 148.84%-145.2pp |
| Employer contribution / active EE | $5,175 | $4,739+9.2% | $4,541+14.0% | $4,248+21.8% |
| Participant deferral / active EE | $2,587 | $6,400-59.6% | $6,207-58.3% | $6,531-60.4% |
| Admin fee / account holder | $0 | $9,174-100.0% | $8,737-100.0% | $14,480-100.0% |