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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 | $28,223 | $160,059-82.4% | $140,019-79.8% | $135,382-79.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -11.68% | 911.44%-923.1pp | 651.15%-662.8pp | 519.77%-531.4pp |
| Employer contribution / active EE | $2,439 | $6,420-62.0% | $5,605-56.5% | $4,779-49.0% |
| Participant deferral / active EE | $9,608 | $7,641+25.7% | $6,927+38.7% | $5,609+71.3% |
| Admin fee / account holder | $14 | $13,328-99.9% | $10,705-99.9% | $10,829-99.9% |