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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 | $15,752 | $160,059-90.2% | $140,019-88.8% | $135,380-88.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -31.58% | 911.48%-943.1pp | 651.17%-682.8pp | 519.81%-551.4pp |
| Employer contribution / active EE | $6,302 | $6,420-1.8% | $5,605+12.4% | $4,779+31.9% |
| Participant deferral / active EE | $5,929 | $7,641-22.4% | $6,927-14.4% | $5,609+5.7% |
| Admin fee / account holder | $8 | $13,328-99.9% | $10,705-99.9% | $10,828-99.9% |