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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 | $15,595 | $159,978-90.3% | $147,041-89.4% | $145,978-89.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -8.20% | 98.36%-106.6pp | 419.21%-427.4pp | 550.52%-558.7pp |
| Employer contribution / active EE | $8,139 | $5,288+53.9% | $4,935+64.9% | $4,662+74.6% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,690-100.0% |
| Admin fee / account holder | $120 | $15,053-99.2% | $13,006-99.1% | $13,400-99.1% |