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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 | $4,746 | $138,114-96.6% | $125,391-96.2% | $134,545-96.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.54% | 750.88%-775.4pp | 572.41%-596.9pp | 418.37%-442.9pp |
| Employer contribution / active EE | $3,525 | $5,246-32.8% | $4,816-26.8% | $4,742-25.7% |
| Participant deferral / active EE | $3,525 | $7,801-54.8% | $7,448-52.7% | $6,401-44.9% |
| Admin fee / account holder | $9 | $11,570-99.9% | $10,009-99.9% | $11,431-99.9% |