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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 | $16,575 | $202,342-91.8% | $172,753-90.4% | $152,909-89.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | -1.07% | 1029.88%-1030.9pp | 803.00%-804.1pp | 345.46%-346.5pp |
| Employer contribution / active EE | $8,433 | $5,857+44.0% | $5,144+63.9% | $4,764+77.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $122 | $17,112-99.3% | $13,956-99.1% | $11,601-98.9% |