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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 | $12,308 | $150,447-91.8% | $136,298-91.0% | $147,586-91.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | -0.40% | 1049.15%-1049.6pp | 5156.27%-5156.7pp | 578.59%-579.0pp |
| Employer contribution / active EE | $1,000 | $5,256-81.0% | $4,696-78.7% | $4,876-79.5% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $55 | $10,906-99.5% | $9,244-99.4% | $10,886-99.5% |