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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 | $18,913 | $135,645-86.1% | $110,243-82.8% | $135,380-86.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -13.36% | 513.24%-526.6pp | 314.76%-328.1pp | 519.81%-533.2pp |
| Employer contribution / active EE | $3,655 | $4,907-25.5% | $3,827-4.5% | $4,779-23.5% |
| Participant deferral / active EE | $5,240 | $5,507-4.9% | $4,672+12.1% | $5,609-6.6% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |