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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 | $13,073 | $138,102-90.5% | $125,381-89.6% | $134,532-90.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -59.47% | 750.73%-810.2pp | 572.31%-631.8pp | 418.27%-477.7pp |
| Employer contribution / active EE | $5,607 | $5,245+6.9% | $4,815+16.4% | $4,741+18.3% |
| Participant deferral / active EE | $7,103 | $7,801-8.9% | $7,448-4.6% | $6,401+11.0% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |