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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 | $10,392 | $150,412-93.1% | $120,574-91.4% | $145,884-92.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | -3.44% | 154.50%-157.9pp | 107.42%-110.9pp | 551.85%-555.3pp |
| Employer contribution / active EE | $5,640 | $4,355+29.5% | $3,471+62.5% | $4,662+21.0% |
| Participant deferral / active EE | $5,658 | $6,175-8.4% | $4,996+13.3% | $6,690-15.4% |
| Admin fee / account holder | $37 | $12,224-99.7% | $9,445-99.6% | $13,392-99.7% |