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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 | $1,233 | $134,001-99.1% | $112,258-98.9% | $134,509-99.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -251.21% | 47.15%-298.4pp | 27.47%-278.7pp | 418.13%-669.3pp |
| Employer contribution / active EE | $24,893 | $4,039+516.3% | $3,636+584.7% | $4,741+425.1% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | -$2,477 | $7,491-133.1% | $6,411-138.6% | $11,427-121.7% |