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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 | $19,049 | $209,422-90.9% | $178,503-89.3% | $158,982-88.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -0.28% | 188.81%-189.1pp | 151.12%-151.4pp | 302.99%-303.3pp |
| Employer contribution / active EE | $10,273 | $5,707+80.0% | $5,011+105.0% | $4,763+115.7% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $24 | $17,079-99.9% | $13,987-99.8% | $11,252-99.8% |