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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 | $13,643 | $180,466-92.4% | $154,114-91.1% | $135,382-89.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -19.25% | 888.15%-907.4pp | 735.16%-754.4pp | 519.77%-539.0pp |
| Employer contribution / active EE | $2,617 | $6,035-56.6% | $5,298-50.6% | $4,779-45.2% |
| Participant deferral / active EE | $7,202 | $5,806+24.0% | $5,081+41.8% | $5,609+28.4% |
| Admin fee / account holder | $0 | $16,144-100.0% | $13,411-100.0% | $10,829-100.0% |