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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 | $163,257 | $160,059+2.0% | $140,019+16.6% | $135,380+20.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -10.36% | 911.48%-921.8pp | 651.17%-661.5pp | 519.81%-530.2pp |
| Employer contribution / active EE | $6,512 | $6,420+1.4% | $5,605+16.2% | $4,779+36.3% |
| Participant deferral / active EE | $9,349 | $7,641+22.4% | $6,927+35.0% | $5,609+66.7% |
| Admin fee / account holder | $68 | $13,328-99.5% | $10,705-99.4% | $10,828-99.4% |