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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 | $178,127 | $180,459-1.3% | $154,108+15.6% | $135,380+31.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.08% | 888.21%-898.3pp | 735.21%-745.3pp | 519.81%-529.9pp |
| Employer contribution / active EE | $2,965 | $6,035-50.9% | $5,298-44.0% | $4,779-38.0% |
| Participant deferral / active EE | $10,040 | $5,806+72.9% | $5,081+97.6% | $5,609+79.0% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |