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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 | $13,246 | $144,130-90.8% | $117,861-88.8% | $147,586-91.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | -1.41% | 531.20%-532.6pp | 335.11%-336.5pp | 578.59%-580.0pp |
| Employer contribution / active EE | $8,058 | $4,897+64.5% | $3,786+112.8% | $4,876+65.2% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |