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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 | $13,472 | $138,078-90.2% | $125,363-89.3% | $134,509-90.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -38.38% | 750.49%-788.9pp | 572.15%-610.5pp | 418.13%-456.5pp |
| Employer contribution / active EE | $4,644 | $5,245-11.5% | $4,815-3.5% | $4,741-2.0% |
| Participant deferral / active EE | $5,211 | $7,800-33.2% | $7,447-30.0% | $6,400-18.6% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |