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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 | $213,583 | $184,014+16.1% | $161,149+32.5% | $138,895+53.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 7.68% | 21.52%-13.8pp | 21.16%-13.5pp | 145.39%-137.7pp |
| Employer contribution / active EE | $9,664 | $5,055+91.2% | $4,360+121.7% | $4,194+130.4% |
| Participant deferral / active EE | $13,486 | $6,909+95.2% | $6,153+119.2% | $6,396+110.8% |
| Admin fee / account holder | $0 | $18,027-100.0% | $15,194-100.0% | $12,562-100.0% |