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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 | $9,214 | $138,114-93.3% | $125,391-92.7% | $134,545-93.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -26.45% | 750.88%-777.3pp | 572.41%-598.9pp | 418.37%-444.8pp |
| Employer contribution / active EE | $2,680 | $5,246-48.9% | $4,816-44.4% | $4,742-43.5% |
| Participant deferral / active EE | $5,582 | $7,801-28.4% | $7,448-25.1% | $6,401-12.8% |
| Admin fee / account holder | $20 | $11,570-99.8% | $10,009-99.8% | $11,431-99.8% |