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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 | $8,511 | $144,124-94.1% | $117,857-92.8% | $147,585-94.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | -1.61% | 531.17%-532.8pp | 335.09%-336.7pp | 578.56%-580.2pp |
| Employer contribution / active EE | $3,679 | $4,897-24.9% | $3,786-2.8% | $4,876-24.6% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $20 | $10,886-99.8% | $8,020-99.8% | $10,885-99.8% |