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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 | $15,156 | $150,445-89.9% | $136,297-88.9% | $147,585-89.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | -0.61% | 1049.14%-1049.7pp | 5156.16%-5156.8pp | 578.57%-579.2pp |
| Employer contribution / active EE | $2,431 | $5,256-53.7% | $4,696-48.2% | $4,876-50.1% |
| Participant deferral / active EE | $6,617 | $6,631-0.2% | $6,247+5.9% | $5,439+21.7% |
| Admin fee / account holder | $170 | $10,906-98.4% | $9,244-98.2% | $10,885-98.4% |