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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 | $13,750 | $166,242-91.7% | $165,071-91.7% | $145,884-90.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | -0.37% | 100.44%-100.8pp | 70.17%-70.5pp | 551.85%-552.2pp |
| Employer contribution / active EE | $4,775 | $5,283-9.6% | $4,347+9.8% | $4,662+2.4% |
| Participant deferral / active EE | $12,349 | $6,964+77.3% | $6,035+104.6% | $6,690+84.6% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |