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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 | $14,562 | $112,935-87.1% | $90,970-84.0% | $158,966-90.8% |
| Participation rate | 83.3% | 74.7%+8.6pp | 69.0%+14.3pp | 82.0%+1.4pp |
| Annual return | -0.00% | 215.79%-215.8pp | 134.58%-134.6pp | 302.95%-303.0pp |
| Employer contribution / active EE | $3,103 | $2,895+7.2% | $2,122+46.2% | $4,762-34.8% |
| Participant deferral / active EE | $0 | $4,129-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $8,045-100.0% | $5,960-100.0% | $11,250-100.0% |