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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 | $238,778 | $223,823+6.7% | $211,142+13.1% | $154,746+54.3% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 8.33% | 50.39%-42.1pp | 46.84%-38.5pp | 172.34%-164.0pp |
| Employer contribution / active EE | $9,147 | $6,787+34.8% | $6,442+42.0% | $4,379+108.9% |
| Participant deferral / active EE | $8,354 | $9,750-14.3% | $9,284-10.0% | $6,730+24.1% |
| Admin fee / account holder | $16 | $19,707-99.9% | $19,076-99.9% | $14,365-99.9% |