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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 | $7,558 | $135,645-94.4% | $110,243-93.1% | $135,380-94.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -19.78% | 513.24%-533.0pp | 314.76%-334.5pp | 519.81%-539.6pp |
| Employer contribution / active EE | $2,784 | $4,907-43.3% | $3,827-27.3% | $4,779-41.8% |
| Participant deferral / active EE | $3,874 | $5,507-29.7% | $4,672-17.1% | $5,609-30.9% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |