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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 | $14,154 | $138,078-89.7% | $125,363-88.7% | $134,509-89.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -29.09% | 750.49%-779.6pp | 572.15%-601.2pp | 418.13%-447.2pp |
| Employer contribution / active EE | $3,204 | $5,245-38.9% | $4,815-33.4% | $4,741-32.4% |
| Participant deferral / active EE | $7,861 | $7,800+0.8% | $7,447+5.6% | $6,400+22.8% |
| Admin fee / account holder | $104 | $11,566-99.1% | $10,005-99.0% | $11,427-99.1% |