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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 | $9,750 | $160,059-93.9% | $140,019-93.0% | $135,379-92.8% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | -100.39% | 911.44%-1011.8pp | 651.15%-751.5pp | 519.79%-620.2pp |
| Employer contribution / active EE | $2,178 | $6,420-66.1% | $5,605-61.1% | $4,779-54.4% |
| Participant deferral / active EE | $5,138 | $7,641-32.8% | $6,927-25.8% | $5,609-8.4% |
| Admin fee / account holder | $52 | $13,328-99.6% | $10,705-99.5% | $10,828-99.5% |