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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 | $15,087 | $106,008-85.8% | $92,240-83.6% | $147,586-89.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | -0.22% | 50.05%-50.3pp | 176.29%-176.5pp | 578.59%-578.8pp |
| Employer contribution / active EE | $2,533 | $4,333-41.6% | $3,680-31.2% | $4,876-48.1% |
| Participant deferral / active EE | $9,000 | $4,478+101.0% | $3,897+130.9% | $5,439+65.5% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |