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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 | $20,759 | $180,462-88.5% | $154,111-86.5% | $135,379-84.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -11.50% | 888.17%-899.7pp | 735.18%-746.7pp | 519.79%-531.3pp |
| Employer contribution / active EE | $1,931 | $6,036-68.0% | $5,298-63.6% | $4,779-59.6% |
| Participant deferral / active EE | $4,812 | $5,806-17.1% | $5,081-5.3% | $5,609-14.2% |
| Admin fee / account holder | $84 | $16,145-99.5% | $13,411-99.4% | $10,828-99.2% |