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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 | $10,025 | $138,102-92.7% | $125,381-92.0% | $134,532-92.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.19% | 750.73%-773.9pp | 572.31%-595.5pp | 418.27%-441.5pp |
| Employer contribution / active EE | $2,815 | $5,245-46.3% | $4,815-41.5% | $4,741-40.6% |
| Participant deferral / active EE | $7,520 | $7,801-3.6% | $7,448+1.0% | $6,401+17.5% |
| Admin fee / account holder | $46 | $11,568-99.6% | $10,007-99.5% | $11,429-99.6% |