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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 | $5,105 | $202,342-97.5% | $172,752-97.0% | $152,897-96.7% |
| Participation rate | 78.6% | 87.1%-8.5pp | 82.6%-4.1pp | 82.5%-3.9pp |
| Annual return | -19.17% | 1029.83%-1049.0pp | 802.97%-822.1pp | 345.43%-364.6pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |