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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 | $13,370 | $138,078-90.3% | $125,363-89.3% | $134,509-90.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.86% | 750.49%-772.3pp | 572.15%-594.0pp | 418.13%-440.0pp |
| Employer contribution / active EE | $3,320 | $5,245-36.7% | $4,815-31.1% | $4,741-30.0% |
| Participant deferral / active EE | $3,434 | $7,800-56.0% | $7,447-53.9% | $6,400-46.3% |
| Admin fee / account holder | $22 | $11,566-99.8% | $10,005-99.8% | $11,427-99.8% |