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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 | $16,220 | $135,645-88.0% | $110,243-85.3% | $135,380-88.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -12.37% | 513.24%-525.6pp | 314.76%-327.1pp | 519.81%-532.2pp |
| Employer contribution / active EE | $9,188 | $4,907+87.2% | $3,827+140.1% | $4,779+92.3% |
| Participant deferral / active EE | $4,006 | $5,507-27.3% | $4,672-14.3% | $5,609-28.6% |
| Admin fee / account holder | $71 | $11,458-99.4% | $8,548-99.2% | $10,828-99.3% |