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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 | $20,839 | $226,135-90.8% | $182,558-88.6% | $152,909-86.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 0.29% | 192.60%-192.3pp | 148.59%-148.3pp | 345.46%-345.2pp |
| Employer contribution / active EE | $1,948 | $4,979-60.9% | $4,076-52.2% | $4,764-59.1% |
| Participant deferral / active EE | $6,250 | $6,371-1.9% | $5,526+13.1% | $5,851+6.8% |
| Admin fee / account holder | $0 | $10,707-100.0% | $8,594-100.0% | $11,601-100.0% |