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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 | $21,375 | $150,447-85.8% | $136,298-84.3% | $147,586-85.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 0.30% | 1049.15%-1048.9pp | 5156.27%-5156.0pp | 578.59%-578.3pp |
| Employer contribution / active EE | $3,032 | $5,256-42.3% | $4,696-35.4% | $4,876-37.8% |
| Participant deferral / active EE | $24,000 | $6,631+262.0% | $6,247+284.2% | $5,439+341.3% |
| Admin fee / account holder | $1 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |