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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 | $9,131 | $190,862-95.2% | $159,991-94.3% | $134,509-93.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -21.03% | 552.59%-573.6pp | 408.82%-429.8pp | 418.13%-439.2pp |
| Employer contribution / active EE | $3,669 | $4,995-26.5% | $4,225-13.2% | $4,741-22.6% |
| Participant deferral / active EE | $4,516 | $6,924-34.8% | $6,183-27.0% | $6,400-29.4% |
| Admin fee / account holder | $23 | $10,495-99.8% | $8,715-99.7% | $11,427-99.8% |