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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 | $190,364 | $209,336-9.1% | $197,124-3.4% | $137,256+38.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 10.46% | 48.09%-37.6pp | 44.34%-33.9pp | 220.34%-209.9pp |
| Employer contribution / active EE | $6,198 | $6,591-6.0% | $6,227-0.5% | $4,156+49.1% |
| Participant deferral / active EE | $16,730 | $9,614+74.0% | $9,135+83.1% | $6,407+161.1% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |