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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 | $169,959 | $180,459-5.8% | $154,108+10.3% | $135,380+25.5% |
| 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 | $8,724 | $6,035+44.6% | $5,298+64.7% | $4,779+82.6% |
| Participant deferral / active EE | $9,429 | $5,806+62.4% | $5,081+85.6% | $5,609+68.1% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |