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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 | $22,599 | $180,459-87.5% | $154,108-85.3% | $135,380-83.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -13.08% | 888.21%-901.3pp | 735.21%-748.3pp | 519.81%-532.9pp |
| Employer contribution / active EE | $1,483 | $6,035-75.4% | $5,298-72.0% | $4,779-69.0% |
| Participant deferral / active EE | $3,787 | $5,806-34.8% | $5,081-25.5% | $5,609-32.5% |
| Admin fee / account holder | $194 | $16,145-98.8% | $13,411-98.6% | $10,828-98.2% |