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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 | $8,546 | $138,114-93.8% | $125,391-93.2% | $134,545-93.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -25.85% | 750.88%-776.7pp | 572.41%-598.3pp | 418.37%-444.2pp |
| Employer contribution / active EE | $2,271 | $5,246-56.7% | $4,816-52.9% | $4,742-52.1% |
| Participant deferral / active EE | $3,890 | $7,801-50.1% | $7,448-47.8% | $6,401-39.2% |
| Admin fee / account holder | $4 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |