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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 | $8,347 | $138,114-94.0% | $125,391-93.3% | $134,545-93.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.44% | 750.88%-775.3pp | 572.41%-596.9pp | 418.37%-442.8pp |
| Employer contribution / active EE | $2,545 | $5,246-51.5% | $4,816-47.1% | $4,742-46.3% |
| Participant deferral / active EE | $8,506 | $7,801+9.0% | $7,448+14.2% | $6,401+32.9% |
| Admin fee / account holder | $169 | $11,570-98.5% | $10,009-98.3% | $11,431-98.5% |