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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 | $9,535 | $226,090-95.8% | $182,531-94.8% | $152,885-93.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | -25.59% | 192.57%-218.2pp | 148.57%-174.2pp | 345.39%-371.0pp |
| Employer contribution / active EE | $4,426 | $4,978-11.1% | $4,075+8.6% | $4,763-7.1% |
| Participant deferral / active EE | $1,389 | $6,369-78.2% | $5,525-74.9% | $5,851-76.3% |
| Admin fee / account holder | $3 | $10,705-100.0% | $8,593-100.0% | $11,598-100.0% |