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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 | $27,077 | $182,823-85.2% | $161,596-83.2% | $198,609-86.4% |
| Participation rate | 100.0% | 81.5%+18.5pp | 80.7%+19.3pp | 82.4%+17.6pp |
| Annual return | -1.62% | 484.64%-486.3pp | 389.92%-391.5pp | 202.70%-204.3pp |
| Employer contribution / active EE | $0 | $4,109-100.0% | $3,977-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $7,056-100.0% | $6,750-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $15,687-100.0% | $13,161-100.0% | $19,030-100.0% |