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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 | $8,330 | $90,607-90.8% | $79,467-89.5% | $135,380-93.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -31.66% | 977.74%-1009.4pp | 718.30%-750.0pp | 519.81%-551.5pp |
| Employer contribution / active EE | $2,089 | $3,068-31.9% | $2,800-25.4% | $4,779-56.3% |
| Participant deferral / active EE | $4,371 | $4,050+7.9% | $3,704+18.0% | $5,609-22.1% |
| Admin fee / account holder | $12 | $5,895-99.8% | $5,104-99.8% | $10,828-99.9% |