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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 | $15,194 | $202,345-92.5% | $172,755-91.2% | $152,885-90.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | -20.48% | 1029.77%-1050.3pp | 802.94%-823.4pp | 345.39%-365.9pp |
| Employer contribution / active EE | $2,046 | $5,858-65.1% | $5,144-60.2% | $4,763-57.0% |
| Participant deferral / active EE | $9,118 | $5,948+53.3% | $5,198+75.4% | $5,851+55.8% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |