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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 | $4,083 | $138,114-97.0% | $125,391-96.7% | $134,545-97.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -99.48% | 750.88%-850.4pp | 572.41%-671.9pp | 418.37%-517.8pp |
| Employer contribution / active EE | $6,774 | $5,246+29.1% | $4,816+40.7% | $4,742+42.9% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |