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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 | $181,947 | $180,459+0.8% | $154,108+18.1% | $135,380+34.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.36% | 888.21%-898.6pp | 735.21%-745.6pp | 519.81%-530.2pp |
| Employer contribution / active EE | $13,815 | $6,035+128.9% | $5,298+160.8% | $4,779+189.1% |
| Participant deferral / active EE | $12,421 | $5,806+113.9% | $5,081+144.5% | $5,609+121.5% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |