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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 | $213,262 | $180,462+18.2% | $154,111+38.4% | $135,379+57.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -12.86% | 888.17%-901.0pp | 735.18%-748.0pp | 519.79%-532.7pp |
| Employer contribution / active EE | $5,379 | $6,036-10.9% | $5,298+1.5% | $4,779+12.5% |
| Participant deferral / active EE | $14,379 | $5,806+147.6% | $5,081+183.0% | $5,609+156.4% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |