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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 | $12,691 | $190,879-93.4% | $160,009-92.1% | $134,532-90.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -45.26% | 552.63%-597.9pp | 408.85%-454.1pp | 418.27%-463.5pp |
| Employer contribution / active EE | $6,251 | $4,995+25.1% | $4,225+47.9% | $4,741+31.8% |
| Participant deferral / active EE | $5,444 | $6,924-21.4% | $6,183-12.0% | $6,401-15.0% |
| Admin fee / account holder | $23 | $10,495-99.8% | $8,715-99.7% | $11,429-99.8% |