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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,607 | $202,440-98.7% | $169,390-98.5% | $139,466-98.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | -100.00% | 532.36%-632.4pp | 406.07%-506.1pp | 373.66%-473.7pp |
| Employer contribution / active EE | $2,607 | $4,693-44.5% | $4,013-35.0% | $4,754-45.2% |
| Participant deferral / active EE | $0 | $6,940-100.0% | $6,222-100.0% | $6,712-100.0% |
| Admin fee / account holder | $7 | $10,722-99.9% | $9,015-99.9% | $11,409-99.9% |