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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 | $155,858 | $180,459-13.6% | $154,108+1.1% | $135,380+15.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.16% | 888.21%-897.4pp | 735.21%-744.4pp | 519.81%-529.0pp |
| Employer contribution / active EE | $8,141 | $6,035+34.9% | $5,298+53.7% | $4,779+70.4% |
| Participant deferral / active EE | $5,381 | $5,806-7.3% | $5,081+5.9% | $5,609-4.1% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |