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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 | $26,629 | $160,059-83.4% | $140,019-81.0% | $135,379-80.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -19.49% | 911.44%-930.9pp | 651.15%-670.6pp | 519.79%-539.3pp |
| Employer contribution / active EE | $1,515 | $6,420-76.4% | $5,605-73.0% | $4,779-68.3% |
| Participant deferral / active EE | $13,198 | $7,641+72.7% | $6,927+90.5% | $5,609+135.3% |
| Admin fee / account holder | $299 | $13,328-97.8% | $10,705-97.2% | $10,828-97.2% |