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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 | $212,638 | $201,344+5.6% | $184,243+15.4% | $145,877+45.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 1.91% | 29.01%-27.1pp | 28.82%-26.9pp | 551.28%-549.4pp |
| Employer contribution / active EE | $5,000 | $7,022-28.8% | $6,427-22.2% | $4,663+7.2% |
| Participant deferral / active EE | $16,650 | $9,807+69.8% | $9,132+82.3% | $6,691+148.9% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |