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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 | $11,404 | $180,459-93.7% | $154,108-92.6% | $135,380-91.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -11.41% | 888.21%-899.6pp | 735.21%-746.6pp | 519.81%-531.2pp |
| Employer contribution / active EE | $2,385 | $6,035-60.5% | $5,298-55.0% | $4,779-50.1% |
| Participant deferral / active EE | $3,248 | $5,806-44.1% | $5,081-36.1% | $5,609-42.1% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |