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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 | $13,988 | $138,078-89.9% | $125,363-88.8% | $134,509-89.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -33.27% | 750.49%-783.8pp | 572.15%-605.4pp | 418.13%-451.4pp |
| Employer contribution / active EE | $2,491 | $5,245-52.5% | $4,815-48.3% | $4,741-47.5% |
| Participant deferral / active EE | $9,663 | $7,800+23.9% | $7,447+29.8% | $6,400+51.0% |
| Admin fee / account holder | $30 | $11,566-99.7% | $10,005-99.7% | $11,427-99.7% |