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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 | $5,603 | $138,102-95.9% | $125,381-95.5% | $134,532-95.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.56% | 750.73%-774.3pp | 572.31%-595.9pp | 418.27%-441.8pp |
| Employer contribution / active EE | $1,170 | $5,245-77.7% | $4,815-75.7% | $4,741-75.3% |
| Participant deferral / active EE | $2,693 | $7,801-65.5% | $7,448-63.8% | $6,401-57.9% |
| Admin fee / account holder | $3 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |