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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 | $13,309 | $138,102-90.4% | $125,381-89.4% | $134,532-90.1% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -33.37% | 750.73%-784.1pp | 572.31%-605.7pp | 418.27%-451.6pp |
| Employer contribution / active EE | $2,557 | $5,245-51.3% | $4,815-46.9% | $4,741-46.1% |
| Participant deferral / active EE | $5,184 | $7,801-33.5% | $7,448-30.4% | $6,401-19.0% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |