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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 | $7,830 | $138,114-94.3% | $125,391-93.8% | $134,545-94.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.85% | 750.88%-774.7pp | 572.41%-596.3pp | 418.37%-442.2pp |
| Employer contribution / active EE | $1,341 | $5,246-74.4% | $4,816-72.2% | $4,742-71.7% |
| Participant deferral / active EE | $4,838 | $7,801-38.0% | $7,448-35.0% | $6,401-24.4% |
| Admin fee / account holder | $52 | $11,570-99.6% | $10,009-99.5% | $11,431-99.5% |