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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 | $14,776 | $160,059-90.8% | $140,019-89.4% | $135,380-89.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -13.20% | 911.48%-924.7pp | 651.17%-664.4pp | 519.81%-533.0pp |
| Employer contribution / active EE | $3,779 | $6,420-41.1% | $5,605-32.6% | $4,779-20.9% |
| Participant deferral / active EE | $17,574 | $7,641+130.0% | $6,927+153.7% | $5,609+213.3% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |