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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 | $11,459 | $97,729-88.3% | $83,830-86.3% | $135,379-91.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -13.51% | 1287.52%-1301.0pp | 850.97%-864.5pp | 519.79%-533.3pp |
| Employer contribution / active EE | $4,303 | $4,222+1.9% | $3,631+18.5% | $4,779-10.0% |
| Participant deferral / active EE | $4,403 | $4,683-6.0% | $4,082+7.9% | $5,609-21.5% |
| Admin fee / account holder | $10 | $6,674-99.9% | $5,479-99.8% | $10,828-99.9% |