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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 | $12,565 | $159,934-92.1% | $147,005-91.5% | $145,959-91.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 0.96% | 98.24%-97.3pp | 418.76%-417.8pp | 561.95%-561.0pp |
| Employer contribution / active EE | $1,713 | $5,287-67.6% | $4,934-65.3% | $4,661-63.2% |
| Participant deferral / active EE | $11,500 | $8,427+36.5% | $8,070+42.5% | $6,689+71.9% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |