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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 | $12,649 | $138,114-90.8% | $125,391-89.9% | $134,545-90.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -61.00% | 750.88%-811.9pp | 572.41%-633.4pp | 418.37%-479.4pp |
| Employer contribution / active EE | $2,882 | $5,246-45.1% | $4,816-40.1% | $4,742-39.2% |
| Participant deferral / active EE | $7,633 | $7,801-2.2% | $7,448+2.5% | $6,401+19.2% |
| Admin fee / account holder | $105 | $11,570-99.1% | $10,009-98.9% | $11,431-99.1% |