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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 | $13,411 | $138,102-90.3% | $125,381-89.3% | $134,532-90.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -25.15% | 750.73%-775.9pp | 572.31%-597.5pp | 418.27%-443.4pp |
| Employer contribution / active EE | $4,411 | $5,245-15.9% | $4,815-8.4% | $4,741-7.0% |
| Participant deferral / active EE | $13,234 | $7,801+69.7% | $7,448+77.7% | $6,401+106.8% |
| Admin fee / account holder | $49 | $11,568-99.6% | $10,007-99.5% | $11,429-99.6% |