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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 | $21,300 | $150,447-85.8% | $136,298-84.4% | $147,586-85.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.06% | 1049.15%-1040.1pp | 5156.27%-5147.2pp | 578.59%-569.5pp |
| Employer contribution / active EE | $12,499 | $5,256+137.8% | $4,696+166.2% | $4,876+156.3% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $33 | $10,906-99.7% | $9,244-99.6% | $10,886-99.7% |