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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 | $194,981 | $154,228+26.4% | $145,433+34.1% | $137,256+42.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 5.11% | 74.59%-69.5pp | 66.58%-61.5pp | 220.34%-215.2pp |
| Employer contribution / active EE | $11,513 | $4,804+139.7% | $4,554+152.8% | $4,156+177.0% |
| Participant deferral / active EE | $20,743 | $8,216+152.5% | $7,897+162.7% | $6,407+223.8% |
| Admin fee / account holder | $5 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |