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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 | $9,235 | $180,462-94.9% | $154,111-94.0% | $135,379-93.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -14.17% | 888.17%-902.3pp | 735.18%-749.3pp | 519.79%-534.0pp |
| Employer contribution / active EE | $3,118 | $6,036-48.3% | $5,298-41.2% | $4,779-34.8% |
| Participant deferral / active EE | $5,327 | $5,806-8.3% | $5,081+4.8% | $5,609-5.0% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |