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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 | $8,622 | $138,102-93.8% | $125,381-93.1% | $134,532-93.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -33.26% | 750.73%-784.0pp | 572.31%-605.6pp | 418.27%-451.5pp |
| Employer contribution / active EE | $2,657 | $5,245-49.4% | $4,815-44.8% | $4,741-44.0% |
| Participant deferral / active EE | $4,800 | $7,801-38.5% | $7,448-35.5% | $6,401-25.0% |
| Admin fee / account holder | $7 | $11,568-99.9% | $10,007-99.9% | $11,429-99.9% |