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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 | $20,421 | $150,446-86.4% | $136,297-85.0% | $147,585-86.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 0.65% | 1049.14%-1048.5pp | 5156.19%-5155.5pp | 578.58%-577.9pp |
| Employer contribution / active EE | $2,615 | $5,256-50.3% | $4,696-44.3% | $4,876-46.4% |
| Participant deferral / active EE | $5,500 | $6,631-17.1% | $6,247-12.0% | $5,439+1.1% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |