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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 | $234,233 | $160,059+46.3% | $140,019+67.3% | $135,379+73.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -10.29% | 911.44%-921.7pp | 651.15%-661.4pp | 519.79%-530.1pp |
| Employer contribution / active EE | $6,539 | $6,420+1.9% | $5,605+16.7% | $4,779+36.8% |
| Participant deferral / active EE | $14,950 | $7,641+95.7% | $6,927+115.8% | $5,609+166.5% |
| Admin fee / account holder | $9 | $13,328-99.9% | $10,705-99.9% | $10,828-99.9% |