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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 | $21,909 | $135,645-83.8% | $110,243-80.1% | $135,380-83.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -13.20% | 513.24%-526.4pp | 314.76%-328.0pp | 519.81%-533.0pp |
| Employer contribution / active EE | $8,799 | $4,907+79.3% | $3,827+129.9% | $4,779+84.1% |
| Participant deferral / active EE | $6,538 | $5,507+18.7% | $4,672+39.9% | $5,609+16.6% |
| Admin fee / account holder | $169 | $11,458-98.5% | $8,548-98.0% | $10,828-98.4% |