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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 | $4,568 | $138,114-96.7% | $125,391-96.4% | $134,545-96.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -59.39% | 750.88%-810.3pp | 572.41%-631.8pp | 418.37%-477.8pp |
| Employer contribution / active EE | $1,894 | $5,246-63.9% | $4,816-60.7% | $4,742-60.1% |
| Participant deferral / active EE | $2,546 | $7,801-67.4% | $7,448-65.8% | $6,401-60.2% |
| Admin fee / account holder | $3 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |