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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 | $9,614 | $133,981-92.8% | $112,249-91.4% | $134,532-92.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -39.32% | 47.16%-86.5pp | 27.48%-66.8pp | 418.27%-457.6pp |
| Employer contribution / active EE | $4,366 | $4,040+8.1% | $3,636+20.1% | $4,741-7.9% |
| Participant deferral / active EE | $4,366 | $5,292-17.5% | $4,729-7.7% | $6,401-31.8% |
| Admin fee / account holder | $151 | $7,492-98.0% | $6,412-97.6% | $11,429-98.7% |