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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 | $10,171 | $125,193-91.9% | $105,591-90.4% | $145,978-93.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | -240.00% | 225.53%-465.5pp | 116.43%-356.4pp | 550.52%-790.5pp |
| Employer contribution / active EE | $237,658 | $3,718+6291.4% | $3,166+7406.3% | $4,662+4998.0% |
| Participant deferral / active EE | $0 | $5,708-100.0% | $5,008-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $17,277-100.0% | $11,024-100.0% | $13,400-100.0% |