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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 | $10,951 | $135,645-91.9% | $110,243-90.1% | $135,379-91.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -14.04% | 513.24%-527.3pp | 314.76%-328.8pp | 519.79%-533.8pp |
| Employer contribution / active EE | $2,127 | $4,907-56.7% | $3,827-44.4% | $4,779-55.5% |
| Participant deferral / active EE | $4,093 | $5,507-25.7% | $4,672-12.4% | $5,609-27.0% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |