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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 | $6,693 | $138,102-95.2% | $125,381-94.7% | $134,532-95.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -31.26% | 750.73%-782.0pp | 572.31%-603.6pp | 418.27%-449.5pp |
| Employer contribution / active EE | $1,500 | $5,245-71.4% | $4,815-68.8% | $4,741-68.4% |
| Participant deferral / active EE | $4,179 | $7,801-46.4% | $7,448-43.9% | $6,401-34.7% |
| Admin fee / account holder | $6 | $11,568-100.0% | $10,007-99.9% | $11,429-100.0% |