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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 | $12,222 | $160,070-92.4% | $147,117-91.7% | $145,897-91.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -21.58% | 98.69%-120.3pp | 420.54%-442.1pp | 552.29%-573.9pp |
| Employer contribution / active EE | $3,145 | $5,285-40.5% | $4,932-36.2% | $4,663-32.5% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |