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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 | $14,563 | $175,257-91.7% | $149,717-90.3% | $139,456-89.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | -2.80% | 166.70%-169.5pp | 134.41%-137.2pp | 373.45%-376.2pp |
| Employer contribution / active EE | $1,860 | $5,477-66.0% | $4,820-61.4% | $4,753-60.9% |
| Participant deferral / active EE | $4,236 | $6,521-35.0% | $5,682-25.4% | $6,711-36.9% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |