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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 | $16,647 | $180,462-90.8% | $154,111-89.2% | $135,379-87.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.07% | 888.17%-898.2pp | 735.18%-745.3pp | 519.79%-529.9pp |
| Employer contribution / active EE | $5,542 | $6,036-8.2% | $5,298+4.6% | $4,779+16.0% |
| Participant deferral / active EE | $4,382 | $5,806-24.5% | $5,081-13.8% | $5,609-21.9% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |