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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 | $10,385 | $159,978-93.5% | $147,041-92.9% | $145,978-92.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -50.53% | 98.36%-148.9pp | 419.21%-469.7pp | 550.52%-601.0pp |
| Employer contribution / active EE | $5,837 | $5,288+10.4% | $4,935+18.3% | $4,662+25.2% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,690-100.0% |
| Admin fee / account holder | $284 | $15,053-98.1% | $13,006-97.8% | $13,400-97.9% |