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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 | $182,045 | $156,398+16.4% | $147,318+23.6% | $138,895+31.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 2.78% | 78.75%-76.0pp | 70.43%-67.7pp | 145.39%-142.6pp |
| Employer contribution / active EE | $24,855 | $4,853+412.1% | $4,593+441.2% | $4,194+492.6% |
| Participant deferral / active EE | $20,000 | $8,237+142.8% | $7,906+153.0% | $6,396+212.7% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |