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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 | $6,737 | $138,068-95.1% | $125,358-94.6% | $134,493-95.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -28.67% | 750.30%-779.0pp | 572.03%-600.7pp | 418.01%-446.7pp |
| Employer contribution / active EE | $1,896 | $5,244-63.8% | $4,814-60.6% | $4,740-60.0% |
| Participant deferral / active EE | $2,882 | $7,799-63.1% | $7,447-61.3% | $6,400-55.0% |
| Admin fee / account holder | $8 | $11,568-99.9% | $10,007-99.9% | $11,425-99.9% |