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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 | $8,262 | $138,114-94.0% | $125,391-93.4% | $134,545-93.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.71% | 750.88%-773.6pp | 572.41%-595.1pp | 418.37%-441.1pp |
| Employer contribution / active EE | $4,217 | $5,246-19.6% | $4,816-12.4% | $4,742-11.1% |
| Participant deferral / active EE | $5,942 | $7,801-23.8% | $7,448-20.2% | $6,401-7.2% |
| Admin fee / account holder | $31 | $11,570-99.7% | $10,009-99.7% | $11,431-99.7% |