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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 | $27,404 | $180,466-84.8% | $154,114-82.2% | $135,382-79.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -12.62% | 888.15%-900.8pp | 735.16%-747.8pp | 519.77%-532.4pp |
| Employer contribution / active EE | $8,427 | $6,035+39.6% | $5,298+59.1% | $4,779+76.3% |
| Participant deferral / active EE | $5,269 | $5,806-9.3% | $5,081+3.7% | $5,609-6.1% |
| Admin fee / account holder | $230 | $16,144-98.6% | $13,411-98.3% | $10,829-97.9% |