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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 | $18,379 | $180,462-89.8% | $154,111-88.1% | $135,379-86.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.10% | 888.17%-897.3pp | 735.18%-744.3pp | 519.79%-528.9pp |
| Employer contribution / active EE | $2,786 | $6,036-53.8% | $5,298-47.4% | $4,779-41.7% |
| Participant deferral / active EE | $7,267 | $5,806+25.2% | $5,081+43.0% | $5,609+29.6% |
| Admin fee / account holder | $46 | $16,145-99.7% | $13,411-99.7% | $10,828-99.6% |