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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 | $186,566 | $180,459+3.4% | $154,108+21.1% | $135,380+37.8% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -8.94% | 888.21%-897.1pp | 735.21%-744.1pp | 519.81%-528.7pp |
| Employer contribution / active EE | $12,540 | $6,035+107.8% | $5,298+136.7% | $4,779+162.4% |
| Participant deferral / active EE | $8,869 | $5,806+52.7% | $5,081+74.6% | $5,609+58.1% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |