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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 | $12,843 | $180,462-92.9% | $154,111-91.7% | $135,379-90.5% |
| Participation rate | 72.7% | 87.4%-14.7pp | 83.0%-10.3pp | 82.6%-9.9pp |
| Annual return | -14.20% | 888.17%-902.4pp | 735.18%-749.4pp | 519.79%-534.0pp |
| Employer contribution / active EE | $1,652 | $6,036-72.6% | $5,298-68.8% | $4,779-65.4% |
| Participant deferral / active EE | $4,067 | $5,806-30.0% | $5,081-20.0% | $5,609-27.5% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |