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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 | $8,637 | $180,459-95.2% | $154,108-94.4% | $135,380-93.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -31.62% | 888.21%-919.8pp | 735.21%-766.8pp | 519.81%-551.4pp |
| Employer contribution / active EE | $2,021 | $6,035-66.5% | $5,298-61.8% | $4,779-57.7% |
| Participant deferral / active EE | $4,888 | $5,806-15.8% | $5,081-3.8% | $5,609-12.9% |
| Admin fee / account holder | $268 | $16,145-98.3% | $13,411-98.0% | $10,828-97.5% |