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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 | $24,617 | $180,462-86.4% | $154,111-84.0% | $135,379-81.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -11.91% | 888.17%-900.1pp | 735.18%-747.1pp | 519.79%-531.7pp |
| Employer contribution / active EE | $4,647 | $6,036-23.0% | $5,298-12.3% | $4,779-2.8% |
| Participant deferral / active EE | $4,521 | $5,806-22.1% | $5,081-11.0% | $5,609-19.4% |
| Admin fee / account holder | $117 | $16,145-99.3% | $13,411-99.1% | $10,828-98.9% |