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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 | $10,464 | $138,114-92.4% | $125,391-91.7% | $134,545-92.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -30.79% | 750.88%-781.7pp | 572.41%-603.2pp | 418.37%-449.2pp |
| Employer contribution / active EE | $2,347 | $5,246-55.3% | $4,816-51.3% | $4,742-50.5% |
| Participant deferral / active EE | $4,234 | $7,801-45.7% | $7,448-43.2% | $6,401-33.9% |
| Admin fee / account holder | $277 | $11,570-97.6% | $10,009-97.2% | $11,431-97.6% |