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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 | $19,451 | $183,988-89.4% | $162,177-88.0% | $152,897-87.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | -94.58% | 150.79%-245.4pp | 115.60%-210.2pp | 345.43%-440.0pp |
| Employer contribution / active EE | $4,746 | $6,370-25.5% | $5,613-15.4% | $4,764-0.4% |
| Participant deferral / active EE | $8,142 | $8,032+1.4% | $7,297+11.6% | $5,851+39.1% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |