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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 | $18,560 | $160,059-88.4% | $140,019-86.7% | $135,380-86.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -11.42% | 911.48%-922.9pp | 651.17%-662.6pp | 519.81%-531.2pp |
| Employer contribution / active EE | $4,768 | $6,420-25.7% | $5,605-14.9% | $4,779-0.2% |
| Participant deferral / active EE | $5,028 | $7,641-34.2% | $6,927-27.4% | $5,609-10.4% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |