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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 | $224,593 | $183,627+22.3% | $155,602+44.3% | $145,978+53.9% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 8.23% | 61.32%-53.1pp | 64.81%-56.6pp | 550.52%-542.3pp |
| Employer contribution / active EE | $4,044 | $5,316-23.9% | $4,675-13.5% | $4,662-13.2% |
| Participant deferral / active EE | $7,493 | $6,466+15.9% | $5,629+33.1% | $6,690+12.0% |
| Admin fee / account holder | $134 | $19,327-99.3% | $15,923-99.2% | $13,400-99.0% |