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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 | $239,256 | $160,059+49.5% | $140,019+70.9% | $135,380+76.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -11.66% | 911.48%-923.1pp | 651.17%-662.8pp | 519.81%-531.5pp |
| Employer contribution / active EE | $13,477 | $6,420+109.9% | $5,605+140.4% | $4,779+182.0% |
| Participant deferral / active EE | $31,500 | $7,641+312.3% | $6,927+354.8% | $5,609+461.6% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |