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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 | $10,412 | $160,059-93.5% | $140,019-92.6% | $135,380-92.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -19.35% | 911.48%-930.8pp | 651.17%-670.5pp | 519.81%-539.2pp |
| Employer contribution / active EE | $6,078 | $6,420-5.3% | $5,605+8.4% | $4,779+27.2% |
| Participant deferral / active EE | $3,619 | $7,641-52.6% | $6,927-47.8% | $5,609-35.5% |
| Admin fee / account holder | $13 | $13,328-99.9% | $10,705-99.9% | $10,828-99.9% |