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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 | $243,149 | $201,344+20.8% | $184,243+32.0% | $145,877+66.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.68% | 29.01%-21.3pp | 28.82%-21.1pp | 551.28%-543.6pp |
| Employer contribution / active EE | $11,744 | $7,022+67.2% | $6,427+82.7% | $4,663+151.9% |
| Participant deferral / active EE | $10,696 | $9,807+9.1% | $9,132+17.1% | $6,691+59.9% |
| Admin fee / account holder | $198 | $16,382-98.8% | $13,914-98.6% | $13,402-98.5% |