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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 | $198,549 | $180,462+10.0% | $154,111+28.8% | $135,379+46.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -12.51% | 888.17%-900.7pp | 735.18%-747.7pp | 519.79%-532.3pp |
| Employer contribution / active EE | $13,160 | $6,036+118.0% | $5,298+148.4% | $4,779+175.4% |
| Participant deferral / active EE | $6,871 | $5,806+18.3% | $5,081+35.2% | $5,609+22.5% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |