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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 | $6,789 | $180,459-96.2% | $154,108-95.6% | $135,380-95.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -41.79% | 888.21%-930.0pp | 735.21%-777.0pp | 519.81%-561.6pp |
| Employer contribution / active EE | $1,816 | $6,035-69.9% | $5,298-65.7% | $4,779-62.0% |
| Participant deferral / active EE | $4,278 | $5,806-26.3% | $5,081-15.8% | $5,609-23.7% |
| Admin fee / account holder | $50 | $16,145-99.7% | $13,411-99.6% | $10,828-99.5% |