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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 | $186,525 | $176,105+5.9% | $159,474+17.0% | $167,536+11.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 331.91%-331.9pp | 263.68%-263.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $6,000 | $5,299+13.2% | $4,831+24.2% | $4,839+24.0% |
| Participant deferral / active EE | $6,000 | $7,751-22.6% | $7,353-18.4% | $6,342-5.4% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |