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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 | $171,384 | $157,304+9.0% | $141,197+21.4% | $152,909+12.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 12.80% | 64.34%-51.5pp | 71.41%-58.6pp | 345.46%-332.7pp |
| Employer contribution / active EE | $1,478 | $5,263-71.9% | $4,736-68.8% | $4,764-69.0% |
| Participant deferral / active EE | $4,120 | $7,111-42.1% | $6,710-38.6% | $5,851-29.6% |
| Admin fee / account holder | $273 | $12,126-97.7% | $10,265-97.3% | $11,601-97.6% |