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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 | $12,432 | $180,459-93.1% | $154,108-91.9% | $135,380-90.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -14.17% | 888.21%-902.4pp | 735.21%-749.4pp | 519.81%-534.0pp |
| Employer contribution / active EE | $3,260 | $6,035-46.0% | $5,298-38.5% | $4,779-31.8% |
| Participant deferral / active EE | $5,299 | $5,806-8.7% | $5,081+4.3% | $5,609-5.5% |
| Admin fee / account holder | $77 | $16,145-99.5% | $13,411-99.4% | $10,828-99.3% |