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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 | $9,703 | $138,078-93.0% | $125,363-92.3% | $134,509-92.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.49% | 750.49%-775.0pp | 572.15%-596.6pp | 418.13%-442.6pp |
| Employer contribution / active EE | $3,276 | $5,245-37.5% | $4,815-32.0% | $4,741-30.9% |
| Participant deferral / active EE | $6,257 | $7,800-19.8% | $7,447-16.0% | $6,400-2.2% |
| Admin fee / account holder | $60 | $11,566-99.5% | $10,005-99.4% | $11,427-99.5% |