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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 | $8,936 | $180,459-95.0% | $154,108-94.2% | $135,380-93.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -16.17% | 888.21%-904.4pp | 735.21%-751.4pp | 519.81%-536.0pp |
| Employer contribution / active EE | $3,533 | $6,035-41.5% | $5,298-33.3% | $4,779-26.1% |
| Participant deferral / active EE | $2,123 | $5,806-63.4% | $5,081-58.2% | $5,609-62.2% |
| Admin fee / account holder | $6 | $16,145-100.0% | $13,411-100.0% | $10,828-99.9% |