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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 | $157,649 | $154,228+2.2% | $145,433+8.4% | $137,256+14.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.90% | 74.59%-62.7pp | 66.58%-54.7pp | 220.34%-208.4pp |
| Employer contribution / active EE | $1,841 | $4,804-61.7% | $4,554-59.6% | $4,156-55.7% |
| Participant deferral / active EE | $9,244 | $8,216+12.5% | $7,897+17.0% | $6,407+44.3% |
| Admin fee / account holder | $97 | $14,344-99.3% | $13,129-99.3% | $12,270-99.2% |