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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 | $15,330 | $144,130-89.4% | $117,860-87.0% | $147,585-89.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | -0.91% | 531.20%-532.1pp | 335.10%-336.0pp | 578.58%-579.5pp |
| Employer contribution / active EE | $3,793 | $4,897-22.5% | $3,786+0.2% | $4,876-22.2% |
| Participant deferral / active EE | $5,100 | $5,316-4.1% | $4,482+13.8% | $5,439-6.2% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |