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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 | $18,818 | $180,462-89.6% | $154,111-87.8% | $135,379-86.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.41% | 888.17%-898.6pp | 735.18%-745.6pp | 519.79%-530.2pp |
| Employer contribution / active EE | $2,307 | $6,036-61.8% | $5,298-56.5% | $4,779-51.7% |
| Participant deferral / active EE | $9,674 | $5,806+66.6% | $5,081+90.4% | $5,609+72.5% |
| Admin fee / account holder | $124 | $16,145-99.2% | $13,411-99.1% | $10,828-98.9% |