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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 | $6,588 | $138,102-95.2% | $125,381-94.7% | $134,532-95.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -40.82% | 750.73%-791.5pp | 572.31%-613.1pp | 418.27%-459.1pp |
| Employer contribution / active EE | $1,039 | $5,245-80.2% | $4,815-78.4% | $4,741-78.1% |
| Participant deferral / active EE | $3,633 | $7,801-53.4% | $7,448-51.2% | $6,401-43.2% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |