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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 | $25,603 | $180,459-85.8% | $154,108-83.4% | $135,380-81.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -11.49% | 888.21%-899.7pp | 735.21%-746.7pp | 519.81%-531.3pp |
| Employer contribution / active EE | $5,000 | $6,035-17.2% | $5,298-5.6% | $4,779+4.6% |
| Participant deferral / active EE | $8,987 | $5,806+54.8% | $5,081+76.9% | $5,609+60.2% |
| Admin fee / account holder | $98 | $16,145-99.4% | $13,411-99.3% | $10,828-99.1% |