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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 | $10,417 | $138,114-92.5% | $125,391-91.7% | $134,545-92.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.87% | 750.88%-774.8pp | 572.41%-596.3pp | 418.37%-442.2pp |
| Employer contribution / active EE | $4,311 | $5,246-17.8% | $4,816-10.5% | $4,742-9.1% |
| Participant deferral / active EE | $7,032 | $7,801-9.9% | $7,448-5.6% | $6,401+9.8% |
| Admin fee / account holder | $20 | $11,570-99.8% | $10,009-99.8% | $11,431-99.8% |