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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 | $6,006 | $180,459-96.7% | $154,108-96.1% | $135,380-95.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.75% | 888.21%-899.0pp | 735.21%-746.0pp | 519.81%-530.6pp |
| Employer contribution / active EE | $2,972 | $6,035-50.8% | $5,298-43.9% | $4,779-37.8% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $206 | $16,145-98.7% | $13,411-98.5% | $10,828-98.1% |