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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 | $9,995 | $180,459-94.5% | $154,108-93.5% | $135,380-92.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -25.72% | 888.21%-913.9pp | 735.21%-760.9pp | 519.81%-545.5pp |
| Employer contribution / active EE | $5,998 | $6,035-0.6% | $5,298+13.2% | $4,779+25.5% |
| Participant deferral / active EE | $3,492 | $5,806-39.9% | $5,081-31.3% | $5,609-37.7% |
| Admin fee / account holder | $133 | $16,145-99.2% | $13,411-99.0% | $10,828-98.8% |