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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 | $18,071 | $160,059-88.7% | $140,019-87.1% | $135,380-86.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -10.64% | 911.48%-922.1pp | 651.17%-661.8pp | 519.81%-530.4pp |
| Employer contribution / active EE | $3,386 | $6,420-47.3% | $5,605-39.6% | $4,779-29.2% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $163 | $13,328-98.8% | $10,705-98.5% | $10,828-98.5% |