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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 | $14,522 | $160,059-90.9% | $140,019-89.6% | $135,380-89.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -12.60% | 911.48%-924.1pp | 651.17%-663.8pp | 519.81%-532.4pp |
| Employer contribution / active EE | $10,226 | $6,420+59.3% | $5,605+82.4% | $4,779+114.0% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $119 | $13,328-99.1% | $10,705-98.9% | $10,828-98.9% |