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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 | $176,204 | $180,462-2.4% | $154,111+14.3% | $135,379+30.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -12.56% | 888.17%-900.7pp | 735.18%-747.7pp | 519.79%-532.3pp |
| Employer contribution / active EE | $6,539 | $6,036+8.3% | $5,298+23.4% | $4,779+36.8% |
| Participant deferral / active EE | $11,751 | $5,806+102.4% | $5,081+131.3% | $5,609+109.5% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |