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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 | $19,475 | $209,425-90.7% | $178,499-89.1% | $158,966-87.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -2.52% | 188.80%-191.3pp | 151.10%-153.6pp | 302.95%-305.5pp |
| Employer contribution / active EE | $3,109 | $5,707-45.5% | $5,011-38.0% | $4,762-34.7% |
| Participant deferral / active EE | $4,875 | $5,955-18.1% | $5,202-6.3% | $5,983-18.5% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |